How to Name a Non-Spouse Beneficiary of Your Retirement Account

Wednesday, May 29, 2013

Life events happen. Marriage is one of those major life events that make you focus on not just the present, but the future. Ed Slott and Company IRA Technical Consultant Jeffrey Levine got married this past Sunday then sat down to talk about how you can name a non-spouse beneficiary of your retirement account.

It seems counter-intuitive, but Levine wants you to know that naming a spouse is the easy part, yet there are many current and future retirees that don’t have a spouse or want to name a child or grandchildren as the beneficiary of their life savings instead. This video demonstrates the steps to take when naming a non-spouse beneficiary of your retirement account.

2014 Retirement Guide Helps You Save and Stretch Wealth

-By Jeffrey Levine and Jared Trexler

 

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