Key takeaways The SECURE Act of 2019 fundamentally changed inherited IRA rules for most non-spouse beneficiaries. Congress ...

This is Part I of a two-part article. Part II will address planning where the IRA participant dies before his or her RBD, as ...

An individual retirement account (IRA) can be a significant estate asset. How the account is handled depends on whether a beneficiary is named, who that beneficiary is and which distribution rules ...

Outdated beneficiary designations can disrupt your estate plan. Learn which accounts to review, when to update beneficiaries ...

When you open a 401(k), you can name a beneficiary to inherit your account when you pass away. Inheriting a 401(k) comes with a range of beneficiary rules that depend on the beneficiary's relationship ...

Your 401(k) passes to the person you name on your beneficiary form—not through your will. Spouses and non-spouses face different rules and tax implications when inheriting a 401(k). Forgetting to ...

You can spend thousands of dollars creating the perfect estate plan, but a beneficiary form you filled out 20 years ago could ...

The simplest oversights can cause the biggest problems for heirs, especially those intended to inherit retirement accounts. Over the years, I’ve seen a number of court cases in which the logical ...

A spouse beneficiary is the person who will inherit a 401(k) account if the account holder passes away. The rules for spouse beneficiaries determine how the account assets are distributed, which can ...

A Los Angeles woman called The Ramsey Show on Sept. 14 with what sounded like a clean case of financial coercion. Her husband ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules. Beneficiary designations determine who receives the account, while federal ...