This article originally appeared on Moneywise.com under the title: My sister died and left her 401 (k) to me. I could really ...

Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.

Let’s say, for example, that you just discovered your deceased father’s Individual Retirement Account ( IRA ), which had ...

Making decisions about your estate planning requires understanding the difference between trusts and wills. Both are ...

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 ...

When I meet with clients to discuss estate planning, I always explain that the documentation that we help put together for them does not override any previously designated beneficiaries on things like ...

Rosenberg emphasizes that probate judges scrutinize every legal document, meaning that any inconsistency or omission can stop proceedings until corrected. Beneficiary designations that no longer ...

A grantee beneficiary is an individual or entity designated to receive certain assets, often in a trust or transfer-on-death deed arrangement, after the original owner dies. Unlike traditional ...

LINDA M. JOHNSON, CPA, PhD, is associate professor of accounting at Kennesaw State University in Kennesaw, Georgia. Her e-mail address is [email protected] . RAs have long been a ...

The SECURE Act changed the rules for many individuals who inherited individual retirement accounts. However, even though SECURE took effect five years ago, advisors continue to receive questions from ...

The IRS on April 16, 2024, released Notice 2024-35, which extends previously issued temporary relief from certain required minimum distribution (RMD) requirements for beneficiaries under qualified ...