Stepchildren might not have the same legal standing as biological children if beneficiary forms don't make that clear. In a recent case, the 5th U.S. Circuit Court of Appeals ruled that a plan ...
A. Two words come to mind: beneficiary forms. Whether you remember or not, you’ve probably filled out and signed several beneficiary forms. Life insurance policies have them. Credit union accounts ...
Before you dash off your spouse's name, or put Junior's Social Security number on the dotted line, make sure you're not making any of these mistakes. Naming beneficiaries should be the easiest task ...
We are receiving more calls about inherited IRAs from advisors than ever before. The first thing we ask is: Where’s the beneficiary form? … and then uh oh ... silence! Processing Content Checking the ...
A. Two words come to mind: beneficiary forms. Whether you remember or not, you’ve probably filled out and signed several beneficiary forms. Life insurance policies have them. Credit union accounts ...
A few years ago during a prior Congress and prior presidential administration, a federal law known as the Setting Every Community Up for Retirement Enhancement or SECURE Act, became effective on Jan.
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