A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on. It’s a good ...

A: Under the SECURE Act, beneficiaries with certain disabilities are allowed to lengthen the withdrawal time. They are considered “eligible designated beneficiaries,” meaning they can use their life ...

If you're planning to pass down a 401(k) to your children, you're not alone. Many retirees want to ensure their hard-earned savings benefit the next generation. But when it comes to required minimum ...

Life insurance can be an excellent estate planning tool to ensure succession, provide for loved ones, and create liquidity in your estate. However, understanding the estate duty implications of life ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help ...