A beneficiary is a person (or entity) who will receive assets from an account, usually as part of an inheritance. A beneficiary is a person (or an entity like a charity or college) entitled to receive ...

Roth IRAs are not subject to income taxation (as long as the account has been open for at least five years). There are no during-your-life forced withdrawals for the owner of the Roth IRA – that is, ...

Question: My mother is the trustee of her revocable living trust, with me as the sole beneficiary. The only asset in the trust is my mother’s house. My mother wants to simplify things and record a ...

When it comes to estate planning, a will or a trust often receives the most attention. However, the simple act of naming a beneficiary to inherit assets in your 401(k), IRA, or savings account, or the ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help ...

With IMPACT ® kicking off today in Denver, Orion announced a significant enhancement to its integration with Schwab Advisor Services. Beneficiary information will now flow automatically from the ...