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 ...

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

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 ...

“As long as the named beneficiary survives the plan participant, he or she will receive the plan balance.” Failure to name a beneficiary will most likely lead to the account balance being ...

As a result, she wants Riley to sign over the beneficiary check ... a policyholder needs to provide the beneficiary’s full legal name, as well as additional information such as a Social Security ...

I recently came across an IRA beneficiary document, as I sometimes do, that names the estate as the beneficiary. While there can be some valid reasons for this, 95% of the time this is a really ...

You can name as many beneficiaries as you want ... Enter your email in the box and click Sign Me Up. Contact me with news and offers from other Future brands Receive email from us on behalf ...

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 ...

Life insurance beneficiaries aren't limited to people. You can also name charities or non-profit organizations as primary or contingent beneficiaries. Designating a life insurance beneficiary ...