1 rich Libsyn https://www.libsyn.com 90 600 It may sound boring (even we admit it), but account titling and naming beneficiaries is one of the most crucial parts of financial planning—and it’s often misunderstood or totally overlooked. In this episode, we’re diving into the surprisingly tricky world of what happens to your investment accounts when you pass away—and why how you title those accounts matters a lot for your loved ones. We’ll cover: ✅ The difference between retirement and non-retirement account titling ✅ What &quot;Joint Tenants with Rights of Survivorship&quot; actually means ✅ The pitfalls of &quot;Tenants in Common&quot; and when to avoid it ✅ What &quot;Tenants by the Entirety&quot; is (and whether your state allows it) ✅ Why the right titling can save your family time, money, and stress 👀 Don’t wait until it’s too late—check your account titles and beneficiaries today. ======================= If you have questions or want help navigating these conversations, don’t hesitate to reach out: &amp;nbsp;📧 EllisTeam@LPL.com 👋 Visit us at&amp;nbsp;EllisRetirement.com 🔔 Subscribe for more tips on retirement, life planning, and financial peace of mind. The Art And Science Of Retirement https://sites.libsyn.com/576535 <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/36564555/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/36564555