Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

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If you’re married, planning for retirement usually requires that your nest egg be large enough to shelter two people. However, when the day comes that you go from two to one, will you be prepared? Sadly, spousal beneficiary mistakes are common, and making financial decisions in a time of grief can be especially challenging.

Have more questions about inherited IRAs or need assistance with proactively planning for your spouse’s future income needs? We are here to help! Give RFG Wealth Advisory a call at 940-464-4104 to schedule a time to discuss your questions further.

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Avoid Spousal Beneficiary Mistakes in 5 Easy Steps


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