Discover why naming a charity as your traditional IRA beneficiary can be a tax-efficient way to leave a charitable legacy. Learn key considerations, potential pitfalls, and best practices for ...

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

Losing a spouse is emotionally shattering, and the financial fallout can quietly compound that grief for years. I focus here ...

Accounts like IRAs and 401(k)s were designed to be governed by beneficiary designations, not by your estate plan. In other words, the beneficiary you listed on your IRA or 401(k) will get the money, ...

IRAs have become a core part of the retirement system in the United States with over $18 trillion in assets not as of 2025. While retirement accounts are there for retirement, they can also become ...

The US escalated its dispute with Venezuela on November 24 when the state department added the Cartel de los Soles to its list of foreign terrorist organisations. It claims the network is a drug ...

When was the last time you checked the beneficiary designations on your accounts? We often review our retirement, investment, and bank account balances regularly, but many people neglect to check who ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...

Getting your estate plan right isn’t just about paperwork—it’s about making sure your assets land in the hands of the right people. Estate forecast errors can easily derail your intentions, leaving ...

It’s my understanding that under the Employee Retirement Income Security Act, if a 401(k) participant is married, their spouse is their automatic primary beneficiary. What happens if the participant ...

Although the money you save in a traditional individual retirement account (IRA) is often tax-deferred, the value of the IRA assets is included in your taxable estate and may be subject to federal and ...