if a plan participant wanted separate account treatment when naming a trust as beneficiary of a retirement plan, the plan participant had to name the separate subtrust for each beneficiary on a ...

If you plan to leave your retirement account balance to your children, you need to update your beneficiary form upon the birth of each child. Divorce or remarriage is another reason to change your ...

My husband passed away in August 2021. He did not list a beneficiary on his retirement plan, because he had divorced his ex-wife and removed her as his beneficiary in the Retirement Systems of ...

With the passage of the SECURE Act, there have been changes in required payouts for beneficiaries on retirement plans and IRAs that have many people in a state of confusion. Depending on when the ...

Most consumers are familiar with the beneficiary designation form they complete when opening ... the best of expert advice on investing, taxes, retirement, personal finance and more - straight ...