Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Beneficiaries receive assets without probate when named in trusts or insurance. Immediate designation of beneficiaries ensures asset transfer according to wishes. Types of beneficiaries vary, ...

Have you designated a life insurance beneficiary? Providing for loved ones upon your death remains a priority for many people. That’s why it’s important to choose beneficiaries. Failure to do so could ...

Who you inherit a 401(k) from dictates what you can do with it. Knowing the rules for an inherited 401(k) can help you avoid taxes and penalties. If the 10-year rule applies, keep up with the dates to ...

If your life insurance beneficiary dies before you, the payout may go to a contingent beneficiary or your estate, depending on how you set up the policy. You can choose how death benefits are ...

An irrevocable beneficiary has a guaranteed right to receive the death benefit from your life insurance policy, and their consent is required for any changes that affect their rights. Naming minor ...

Medicare beneficiaries have two options for their health coverage: original Medicare or a Medicare Advantage (MA) plan. Original Medicare is administered by the federal government and provides ...

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