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

Naming a beneficiary is an essential step in estate planning that allows individuals to determine how their assets will be distributed in the event of their death. By understanding the different types ...

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies. The significant exception to this rule is trusts. You can ...

When it comes to estate planning, a will or a trust often receives the most attention. However, the simple act of naming a beneficiary to inherit assets in your 401(k), IRA, or savings account, or the ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on. It’s a good ...

A beneficiary is a person or entity that you name to receive the proceeds of your financial assets when you die. A beneficiary can be a spouse, child, relative, friend, charity, trust or any other ...

You might not have thought much about beneficiary designations - but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance. This observation is almost certain when it ...

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

Adam B. Frankel is a personal finance writer and financial adviser with over 30 years of experience. When he’s not managing money in the stock market, he teaches financial topics and other core ...