How to choose a beneficiary for your qualified money accounts? Qualified money accounts include retirement plans, such as 401 (k)s, IRAs, pensions and other tax-deferred accounts.

A life insurance beneficiary can be a person, entity or organization you choose to receive the death benefit from your life insurance policy after you pass away. Once your beneficiary receives the ...

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 ...

Have you designated a life insurance beneficiary? Providing for loved ones upon your death remains a priority for many people. That’s why it’s important to choose beneficiaries. Failure to do ...

How to select your beneficiaries Once you realize how important it is to name beneficiaries for all your accounts, the challenge becomes choosing the right person.

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 ...

How can you be sure a trust will be managed properly, without causing a headache for the beneficiaries? The key is choosing the right trustee (and a backup).