An individual retirement account (IRA) can be a significant estate asset. How the account is handled depends on whether a ...

Love may fade, but beneficiary designations do not. That was the hard lesson learned in a legal dispute between a man’s estate and his ex-spouse ...

I’ve written several articles about the advantages of Roth IRAs, but I have never discussed the beneficiary rules, which ...

Splitting an IRA among heirs is often the best choice for parents so that there is no dissension or in-fighting among ...

Many people spend years building their nest egg but forget one small form that could undo it all: the beneficiary designation. A single outdated name on your IRA or 401(k) can send your life savings ...

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 ...

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 ...

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 ...

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 ...