Episode 49: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?

On this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan.

 

FREE Retirement Report Card

Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card.  We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement.  Call us at 870-275-4304 for more info.

 

Important Links:

Quraishi Law & Wealth: https://quraishilaw.com/

Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm

Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm