Should Your 2nd Spouse Be Your IRA Beneficiary?
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 Published On Aug 27, 2023

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In this video, I dig into what actually may happen to your IRA after you pass away, particularly if you are married and with even more emphasis on if you're married and you have children from a previous marriage.

0:00 Should Your Second Spouse Be Your IRA 100% Primary Beneficiary
0:21 Example: Jason is in 2nd Marriage and Has a $3 Million Traditional IRA
1:07 Jason's Estate Planning Goals
1:43 Estate Planning Differences Between Brokerage Accounts and IRAs
1:58 Estate Planning with Brokerage Account
4:12 Estate Planning with IRAs and a Second Spouse
7:12 Should Married Person Leave Their IRA to a Trust?
9:40 Should a Married Person Name Their Spouse and Children as Primary Beneficiaries?
12:22 Make Informed Decisions About Designating Beneficiaries of IRAs

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