Spouse as IRA Beneficiary - This attorney got it wrong!

During my travels last week, I met a very nice woman who told me of her husband’s passing. She’s now dealing with the loss of a loved one and managing their investments. I was shocked to learn the bad advice her financial advisor, who is also a CPA and attorney, gave her. 

I’ll share the details in this video. 

Be sure to tune in to learn the important details.