For most Americans, their retirement plan savings accounts are likely one of their largest and most important assets. And yet many do not give these accounts the attention they deserve when it comes ...

Most individuals own assets that will pass upon the death of that individual pursuant to a beneficiary designation. In fact, in many instances, these types of assets make up a large portion of an ...

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...

What happens to your financial accounts when you pass away? They will be passed along to the beneficiary or beneficiaries designated for that account – but what happens when your beneficiaries are out ...

One of the biggest myths and misconceptions of estate planning is that a will controls the disposition of all one’s assets at death. This is not the case. Failing to distinguish the difference between ...

In the complex world of estate planning, one critical element often flies under the radar: beneficiary designations. These seemingly simple lines on financial documents can make or break your intended ...

Changing the beneficiary of a 401(k) plan can involve specific requirements, particularly when it comes to spousal consent. In many cases, to protect your spouse's financial interests, you need ...