Quick Read 401(k) beneficiary designations governed by ERISA override wills, trusts, and divorce decrees, meaning an ...

Considering your eventual death and planning who will inherit your assets can be a difficult and uncomfortable task. In that process, though, it's important to manage your retirement accounts and ...

The 529 Plan is a tax-advantaged savings plan designed to encourage saving for future education costs. The beneficiary of the plan is the individual designated to use the funds for educational ...

For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or trust, who inherits your 401(k) after ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Beneficiary designations are one of the major gaps in many retirement ...

Updating beneficiaries as you prepare your annual tax return is a natural way to get two important jobs done at the same time ...

Workplace retirement plans like 401(k)s are among the most powerful tools for building long-term wealth, yet they are also among the easiest to overlook during major life changes. According to a 2025 ...

If you’ve just inherited a windfall from a deceased relative’s trust, you’re likely wondering, “How does a beneficiary get ...

Estate planning is a broad term that describes the process of directing what happens to you assets upon your death.

A 529 plan, named after Section 529 of the Internal Revenue Code, is a tax-advantaged savings plan designed to encourage saving for future education costs. This plan is typically set up by parents, ...