It’s tempting to reach for the trash can or the shredder with a stack of old retirement account documents, but you and your heirs could be in for trouble. The beneficiary form you fill out when you ...
Employees would need to update their beneficiaries on their life insurance, Plan B Pension, and their retirement account(s). Life insurance beneficiaries can be updated by filling out the Life ...
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Many savers pay little attention to retirement-account beneficiaries.
We are receiving more calls about inherited IRAs from advisors than ever before. The first thing we ask is: Where’s the beneficiary form? … and then uh oh ... silence! Checking the beneficiary form is ...
LAS CRUCES - When Elizabeth "Libby" Leask, 61, listed her Las Cruces home for sale early in February, she described it as a surrender. "I don't have anything else to give up," she said. "I can't ...
A participant in a 401(k), 403(b), or other account-style retirement plan may name a beneficiary to receive his or her account balance after the participant’s death. A recent case, Moore v. NCR Corp.
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