Filling out the beneficiary form for annuities might seem simple. Just fill in the names and move on. But Jeffrey Levine, an individual retirement account (IRA) consultant with Ed Slott and Co., said ...

George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and FINRA arbitrator. Patricio Nahuelhual / Getty Images If you're signing up ...

Naming a trust as the beneficiary Naming a trust as the beneficiary (after the spouse) of a retirement account can address many of the problems described above. When a properly drafted trust is named, ...

The form is a helpful tool for both firms and their staff members Also In This Package Labour Law: 7 things about your annual leave Have you signed an employee beneficiary form? Do you know what it is ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. David Kindness is a Certified Public ...

John Doe has died, leaving a substantial retirement account. Unfortunately, he never named a beneficiary for the account (or he named the “wrong” beneficiary). You are advising his survivors--his ...