Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

Don't Give Your Kid's Inheritance Money to the US Treasury

19 Mar 2024 · 0 min

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0:15

Short excerpt from a YouTube video by Craig Wear, CFP®. The presenter warns that failing to plan beneficiary designations effectively can result in the U.S. Treasury receiving inherited money (i.e., unintended tax or government claim consequences).

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