Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.

An inherited non-qualified stretch annuity pays out over many years instead of all at once. Only the earnings in each payment are taxable because the original contributions were made with after-tax ...

A spouse beneficiary is the person who will inherit a 401(k) account if the account holder passes away. The rules for spouse beneficiaries determine how the account assets are distributed, which can ...

When you open a 401(k), you can name a beneficiary to inherit your account when you pass away. Inheriting a 401(k) comes with a range of beneficiary rules that depend on the beneficiary's relationship ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

View post: Cathie Wood sells $40 million of megacap tech stock Beneficiary designations legally override wills and are crucial for estate planning. Regularly review, update, and align designations ...

You might not have thought much about bene-ficiary designations - but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

Something a lot of people overlook when they update their estate plans are beneficiary designations on life insurance, retirement plans and annuities. Beneficiary designations are easy to overlook, ...

When a veteran dies, the government relies solely on the next of kin and beneficiary information on file. If that information ...