Blakeslee & Blakeslee Corporate Office - San Luis Obispo
1101 Marsh Street
San Luis Obispo, CA 93401
805-543-4366 (phone)
805-543-4728 (fax)

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Blakeslee & Blakeslee Branch Office - Paso Robles
544 12th Street
Paso Robles, CA 93446
805-239-4388 (phone)

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Blakeslee & Blakeslee Branch Office -– Santa Maria
1157 E. Clark Avenue, Suite H
Santa Maria, CA 93455
805-937-6321 (phone)

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Naming an IRA Beneficiary
Deciding whom to name as your IRA beneficiary can be fraught with land mines, particularly if you want to stretch out the IRA into future generations. Failing to name a beneficiary is the worst mistake you could make with an IRA. If you die without naming a beneficiary, your IRA will go through the costly and time-consuming probate process. Naming a beneficiary can allow you to take smaller Required Minimum Distributions from your IRA since the withdrawal amount can be over two life expectancies rather than just your own. If you’re married, naming your spouse as your IRA beneficiary makes...Read More