Changing the beneficiary of a 401(k) plan can involve specific requirements, particularly when it comes to spousal consent. In many cases, to protect your spouse's financial interests, you need ...

IRAs have become a core part of the retirement system in the United States with over $18 trillion in assets not as of 2025. While retirement accounts are there for retirement, they can also become ...

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 ...

Retirement accounts often represent a substantial portion of a client's estate, yet the beneficiary designation forms that control their distribution are too often treated as an afterthought. Estate ...

Workplace retirement plans like 401(k)s are among the most powerful tools for building long-term wealth, yet they are also among the easiest to overlook during major life changes. According to a 2025 ...