Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

A beneficiary is a person (or entity) who will receive assets from an account, usually as part of an inheritance. A beneficiary is a person (or an entity like a charity or college) entitled to receive ...

Roth IRAs are not subject to income taxation (as long as the account has been open for at least five years). There are no during-your-life forced withdrawals for the owner of the Roth IRA – that is, ...

Trusts are an integral part of estate planning. But they are not always suitable beneficiaries for IRAs. senior couple showing thumb up sign while holding envelope with 'roth ira' lettering and dollar ...

Maybe you’ve heard of “The Gentle Art of Swedish Death Cleaning.” It’s a guide to proactively downsizing your stuff while you’re still alive. Doing so spares your heirs the mess of doing it themselves ...

Q: I am about to move my superannuation into pension phase, and the form I need to fill out is asking me whether I want to nominate a reversionary beneficiary. Is this different to my beneficiary ...