Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to Jewish Federation of Metropolitan ...
Beneficiary designations are one of the major gaps in many retirement and estate plans. A recent court case shows the ...
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Many Americans make this 1 mistake with their 401(k)s and IRAs. Here's how to avoid leaving a headache for your heirs
Many people spend years building their nest egg but forget one small form that could undo it all: the beneficiary designation. A single outdated name on your IRA or 401(k) can send your life savings ...
U.S. workers have stashed $6.9 trillion in their 401(k) plans as of Sept. 30, 2023, according to the Investment Company Institute, an association representing regulated investment funds. A healthy ...
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 ...
You've done everything right. You've been diligently contributing to your retirement accounts for years, maybe even decades. Your savings are growing. You've got a plan. Life feels pretty solid. Then ...
A recent federal court case, Proctor & Gamble U.S. Business Services Company v. Estate of Rolison, No. 3:17-CV-00762 (M.D. Pa. April 29, 2024) ("Rolison"), serves as an important reminder of the need ...
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