Talking Money
Beneficiary Rules
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:45:08
- More information
Informações:
Synopsis
Alan Cox, Director of Estate/Trust Planning and Estate Settlement at Ronald Blue Trust, joins Mike to answer several listener questions: How does the age of death affect the beneficiary’s claiming requirements? What if no beneficiary was named? Is there still a 10 year rule? Does the age of the beneficiary matter?