CPA personal financial planners’ ability to discern the story inherent in a client’s tax returns brings unique value to the ...

**Surviving Spouse as Default Beneficiary**: If you are married and do not name a beneficiary, your spouse automatically ...

If your accounts have already been opened, simply request the appropriate form for designating beneficiaries ... the owner of the policy can change the beneficiary designations at any time.

Any other individual designated on a decedent-account owner’s beneficiary designation form is deemed to be a “designated beneficiary” (DB). Under the SECURE Act, the inherited plan benefits ...

Sequana Medical announced today that CMS recommended that its Alfapump system become eligible for a new incremental payment.

Rather, they must request to add a beneficiary and fill out a beneficiary designation form provided by the bank. Once an account owner assigns a beneficiary, the beneficiary only has access to the ...

Gene Hackman’s final years, his family and health situations, and his estate plan, can provide many important lessons for ...

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 ...

Despite the industry's focus on families, RBC Wealth Management leader sees between 10 and 20 per cent of plans being drawn up for singles ...

In a world with too much noise and too little context, Vox helps you make sense of the news. We don’t flood you with ...

In each of these examples, you simply need to fill out a beneficiary designation form from the appropriate institution. Most institutions make their forms available online. Periodically review ...

To review your beneficiaries, get a copy of all of your beneficiary designation forms. Check to make sure that your beneficiaries are consistent with the rest of your estate plan or, if they are ...