Why IRA Beneficiaries are more important than you may realize [Richmond Refreshers]


Which one takes precedence: a will or your IRA beneficiary form? Find out from Steve Kulchinski, MBA, Associate Financial Advisor, in this episode of Richmond Refreshers!

Download the Beneficiary Form Checklist from Ed Slott & Company, LLC here

No time to watch? Get the Closed Captions here

Richmond Brothers, Inc. is an SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This communication is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.


  1. Kathryn Keersmaekers on February 21, 2024 at 3:09 am

    Steve, move the camera up so that you are not looking down. It’s better to see your pretty face.

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