Mistakes with Beneficiary Designations?

August 11, 2022

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

What Assets are in an Estate?

January 27, 2022

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.

Your Life Insurance or IRA has No Beneficiary?

September 16, 2021

If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?

How to Make Beneficiary Designations Better

September 8, 2020

Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.

Are My Beneficiary Designations Trouble?

May 27, 2020

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. However, these forms can create confusion, unintended bequests, and family turmoil if not adequately monitored.

Ignoring Beneficiary Designations Is a Risky Business

October 7, 2019

We are programmed to contribute the “max” to our retirement accounts, but we disregard, or do not understand, the pitfalls of improperly filled-out beneficiary forms.

New Parent Estate Planning

October 3, 2019

There’s a lot of prep work to complete when you’re expecting a new baby. Expectant parents have a nursery to paint, strollers to buy, doctor’s appointments to attend, and nannies to hire.

Prove You’re an Adult with 10 Actions

June 3, 2019

I’m planning a major trip in 2020: It’s the year I turn 50, and I’m going to visit 50 places I’ve never been before. Among the fun itinerary research, I’m also taking care of more serious things, such as drafting a will and buying life insurance.

What is a Transfer on Death Account?

May 22, 2019

Transfer on death (TOD) accounts (also known as Totten trusts, in-trust-for accounts and payable-on-death accounts) allow spouses to pass small estates in a simple, convenient way.

Can I Get Cash From a Life Insurance Policy?

April 22, 2019

In tough economic times, people are sometimes left scrambling for cash to meet everyday expenses and lifestyle demands. Your life insurance policy is a possible source of funds – but should you tap into it?

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