General Retirement Planning

Review your money asset accounts with your brokerage firm to ensure you have designated a beneficiary and the assets are not sent to your estate. Assets can be held in street name or in the...

IRS regulations for beneficiaries of an IRA vary among the different type of IRA accounts. Generally, the year following the death of the IRA holder, the beneficiary must act to disburse any...

Part of a solid estate plan is creating a trust that outlines how assets are transferred from the grantor's life to beneficiaries upon the grantor's death. A revocable trust gives the grantor the...

A living trust is a legal document created by a person or couple to describe the means by which they want their estate to be distributed upon their death. They need to be created by parties who...

There are many types of wills and deciding between them is the first decision when designating beneficiaries. Learn about the different types of wills available through tips and advice from an...

An elder law attorney is an individual that works with wills and trusts, taxes, probates and beneficiaries. Decide if hiring an elder law attorney is best for writing a will with tips and advice...

A will should be executed with an able attorney and have declared beneficiaries. Write a valid will with tips and advice from an experienced financial adviser in this free video.

When considering who to designate as a beneficiary for your IRA, it is important that you understand the IRS rules affecting beneficiaries. Death does not exempt your IRA from taxes. To the IRS,...