A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...

When it comes to our finances, most of us are focused on achieving our goals — whether that's a new home, an exciting vacation or a comfortable retirement. But naming beneficiaries on your ...

When you begin investing in 401(k) retirement plan, you are asked to name a primary beneficiary ... your spouse becomes the 401(k)'s beneficiary unless they sign a consent form.

You can name designated beneficiaries on your accounts ... in addition to following the 10-year rule. Before you sign that beneficiary form, think about not only who will get your money but ...

Many people never name a beneficiary for retirement accounts or ... Enter your email in the box and click Sign Me Up. Partner and Chair of Trusts and Estates Group, Seder & Chandler, LLP Tracy ...

Most people know that if you have life insurance, you need to name a beneficiary—the person or entity that receives the payout. For most of us, that’s the beginning and end of our relationship ...

Naming a beneficiary over your IRA is a key step in the estate planning process. It’s a way to ensure the wealth you’ve accumulated throughout your working years goes to the beneficiary you ...

Often, individuals will identify a spouse or partner as the primary beneficiary, but this is not a requirement. If you're single, you can name children as primary beneficiaries, or you can list ...