Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

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Many know the adage, “Nothing is certain except death and taxes.” If you are married, a time will come when you or your spouse face a grim reality and consequent financial decisions. Unfortunately, when handling these financial matters, spousal beneficiary mistakes are common.

With age and income as essential factors and with several unique options only available to spouses, making an informed decision when inheriting an IRA from a deceased spouse is important.

To avoid common errors, download “Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps!”  with the button below.

Have more questions about inherited IRAs or need assistance proactively planning for your spouse’s future income needs? We are here to help! Give Chris Robinson, ChFC, a call at 940-464-4104 to schedule a time to further discuss your questions. RFG Wealth Advisory is located in downtown Argyle, TX, and we would love to hear from you.

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Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps!”


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