The one small form that could undo your entire nest egg.

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 ...

As of mid-2024, individual retirement accounts collectively held $16.2 trillion of assets, according to a March report from the Investment Company Institute. But many investors overlook beneficiary ...

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 ...

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 ...