<description>&lt;p&gt;&lt;b&gt;In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.&lt;br/&gt;&lt;br/&gt;&lt;/b&gt;&lt;a href='https://sdirasummit.com/'&gt;&lt;b&gt;Don&amp;apos;t forget to grab your tickets for the Self-Directed IRA Summit here!&lt;/b&gt;&lt;/a&gt;&lt;b&gt;&lt;br/&gt;&lt;/b&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;&lt;b&gt;Learn how to take control of your retirement &lt;/b&gt;- &lt;a href='https://directedira.com/'&gt;https://directedira.com/&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;b&gt;Self-directed IRA Podcast&lt;/b&gt; - &lt;a href='https://matsorensen.com/podcast/'&gt;https://matsorensen.com/podcast/&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;b&gt;Shop my products&lt;/b&gt; - &lt;a href='https://shop.matsorensen.com/%20'&gt;https://shop.matsorensen.com/ &lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;b&gt;Blog &amp;amp; Articles&lt;/b&gt; - &lt;a href='https://matsorensen.com/blog/'&gt;https://matsorensen.com/blog/&lt;/a&gt;&lt;br/&gt;&lt;br/&gt; &lt;br/&gt;&lt;b&gt;Connect with Mat online:&lt;/b&gt;&lt;br/&gt;&lt;b&gt;Instagram:&lt;/b&gt; &lt;a href='https://www.instagram.com/matsorensen/'&gt;https://www.instagram.com/matsorensen/&lt;/a&gt;&lt;br/&gt;&lt;b&gt;Facebook:&lt;/b&gt; &lt;a href='https://www.facebook.com/mat.sorensen.1'&gt;https://www.facebook.com/mat.sorensen.1&lt;/a&gt;&lt;br/&gt;&lt;b&gt;LinkedIn:&lt;/b&gt; &lt;a href='https://www.linkedin.com/in/matsorensen/'&gt;https://www.linkedin.com/in/matsorensen/&lt;br/&gt;&lt;/a&gt;&lt;b&gt;Twitter:&lt;/b&gt; &lt;a href='https://twitter.com/matsorensen'&gt;https://twitter.com/matsorensen&lt;/a&gt; &lt;br/&gt;&lt;b&gt;YouTube:&lt;/b&gt; &lt;a href='https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg'&gt;https://www.youtube.com/@MatSorensen&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;</description>

Directed IRA Podcast

Mat Sorensen and Mark Kohler

Who's the beneficiary of your IRA or 401K? Beware!

APR 11, 202420 MIN
Directed IRA Podcast

Who's the beneficiary of your IRA or 401K? Beware!

APR 11, 202420 MIN

Description

In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.

Don't forget to grab your tickets for the Self-Directed IRA Summit here!

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
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