GRFTFS: Does Your Will Actually Decide Who Inherits Your 401(k)?
The Get Ready For The Future Show
Your will might not decide as much as you think.
This week on The Get Ready for the Future Show: a remarried caller learns his old 401(k) still names his ex-wife as beneficiary — and his will can't override it. We break down why beneficiary forms win every time, and what a five-minute account check could save your family from a costly mistake.
Also this episode: a couple weighing whether to help their adult son with a house down payment without derailing their own retirement, a job-changer deciding what to do with an old 401(k), and a newlywed figuring out joint vs. separate accounts for the first time.
Real questions. Real answers.
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