If you're self-employed and you want to learn about retirement planning and investing, this podcast is for you. **THIS IS NOT YOUR AVERAGE, BORING RETIREMENT PODCAST** The Rogue Retirement Lounge covers investing basics, real estate, self-directed IRAs, retiring abroad, and much more. We talk about how to find cash-flowing assets that can beat stock market returns with less risk. We also cover tax-reduction strategies, asset protection, macroeconomics and other financial goodness, along with other info you need to know as you approach retirement, including social security, medicare, travel, health, longevity and more. Learn more at https://rogueretirementlounge.com
https://www.rogueretirementlounge.com
episode 46: Psst: You're Gonna Die... Bill Harris Interview: Widows, IRA Beneficiaries, Dudes Die First, And Retirement Planning Before You Die
This episode is important for ANYONE who's got a spouse, a mate, or any family to whom you want to leave your IRAs. Like it or not, this is an important part of retirement planning.
Today we meet Bill Harris of WH Cornerstone Investments. He's the author of "Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets"
We cover properly naming beneficiaries AND contingent beneficiaries, and a lot more.
“Change your clock, change your smoke alarm batteries, check your beneficiaries”
A 401(k) is NOT an IRA. They’re treated differently when you die, and you need to properly name your beneficiary. And your beneficiary needs to know what to do when you die...
Here's Bill's website:
https://whcornerstone.com/
Remember, go to www.rogueretirementlounge.com/crypto to sign up for your own Blockfi account. You'll get up to a $250 crypto bonus and you'll be on the best exchange out there. AND you'll be able to earn interest on your crypto. And, you'll be supporting this show, as I'm a Blockfi affiliate!
If you have a question you’d like me to answer on the podcast, email me at matt@rogueretirementlounge.com
Check out more episodes at my retirement planning podcast website: www.rogueretirementlounge.com
Follow me on twitter! https://twitter.com/LoungeRogue
Follow me on Instagram! https://www.instagram.com/lairdgrainger/