There are seven basic estate planning documents that you should have if you live in Texas: a will, statutory durable power of ...

Since distributions will be required upon Mortimer’s death (although only the Roth account would enjoy tax free distributions and carry a different rule), the traditional IRA and the annuity IRA will ...

Srinagar, Dec 24 (KNS): The Government of Jammu and Kashmir has issued an order sanctioning the formation of District Level Committees to verify beneficiaries enrolled in the Public Distribution ...

"The simplest estate planning step is designating your desired beneficiaries on your retirement ... Ask your bank for a POD designation form In the time it takes to run your credit report, you ...

“CalPERS has a very important social responsibility – maximize shareholder returns to ensure that all current and future beneficiaries can enjoy a prosperous retirement without imposing additional ...

Regularly reviewing and updating your beneficiary designations—especially after significant life changes like marriage, divorce, the birth of a child, or the loss of a loved one—helps keep ...

Flexible work arrangements allow employees to balance work and personal responsibilities. Learn more about flexible work arrangements and complete a Telework Agreement. You can change your benefits ...

After a divorce, don’t forget to review your 401(k) beneficiary designations and change them if necessary. How 401(k)s Are Taxed in a Divorce If the alternate payee chooses to roll over their ...

such as the beneficiary designation form and the plan's terms and conditions. “When the primary 401(k) holder passes away, the beneficiary should contact the plan administrator to begin ...

People often don’t make the time to check their beneficiaries, but if you own any retirement savings accounts, such as an Individual Retirement Account (IRA), 401(k) or other accounts that offer ...