Case Study: What Happens When You Don’t Designate a Beneficiary

<p>This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS® and Giuliana Barbagelata, CFP®, discuss a situation where an investor never designated a beneficiary for his IRA, and now his heir must deal with the estate. </p><p>Read the Article: <a href='https://www.henssler.com/leaving-your-wealth-to-the-irs-and-a-headache-to-your-heirs'>https://www.henssler.com/leaving-your-wealth-to-the-irs-and-a-headache-to-your-heirs</a>   </p>