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 ...

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 ...

As part of a regular financial wellness routine, clients should be advised to regularly check their beneficiary designations on retirement accounts and other financial accounts. These designations ...

Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do ...

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 ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

A recent federal court case, Proctor & Gamble U.S. Business Services Company v. Estate of Rolison, No. 3:17-CV-00762 (M.D. Pa. April 29, 2024) ("Rolison"), serves as an important reminder of the need ...

This is Kyle Woodley, the editor of Retire With Riley, and if you actually made the choice to read this article, let me just say: I respect you. Because, let's be honest, most of us don't actively ...