Many other financial products have beneficiary designations, as well, such as: A primary beneficiary is your first choice to receive an asset. You may also be asked to name a contingent ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...

Let’s say you received most of your dad's estate, while his ex-girlfriend got $200,000 from his 401(k). But what if she asks ...

“If the crypto is stored on a hard drive that goes missing, is destroyed or stolen, or if the key is lost, it may be that ...

So regardless of what your trust says, the two do not correlate unless you actually named the trust as a beneficiary of that 401(k)." Anspach advises to look at your designations on an annual ...

A recent ruling shouldn’t necessarily lead clients to name their spouse as beneficiary of their registered plans ...

Once designated, it is recommended to review your beneficiary designations each year to ensure no changes are needed. To make it easier for you, below is a list of those places. You can update your ...

401(k) beneficiary designation supersedes will instructions; maintain accurate listings. Federal law defaults your spouse as 401(k) beneficiary; written consent needed for changes. Annual review ...

I have substantial IRA’s, annuities and life insurance which have beneficiary designations and want to make sure they are distributed the way my will provides. Do I need to do something extra?

If there's a conflict, the beneficiary designations associated with the retirement account will take precedence. Check your online account or contact your employer's customer service team or plan ...