**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 ...

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 ...

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 ...

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

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

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 ...

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 your ...

Ensuring compliance with Form I-9 requirements has never been more critical. With shifting immigration policies, heightened enforcement ...