Intelligence

IRA Beneficiaries Behaving Badly

For an article about IRA beneficiaries to appear on CNBC.com’s personal finance site, I want to talk to individual retirement savers and financial advisors who can discuss how failing to change beneficiary statements on IRAs can cause big problems. I’ll ask how to change beneficiaries, whom to consider as a potential beneficiary, what accounts need to have this checked, etc. Financial advisors should hold the CFP designation or equivalent.