Tag Archives: Designated Beneficiaries

Beneficiary Planning for Retirement Accounts, Part II – Non-Spouse Beneficiaries

As I mentioned in my last blog, designating a beneficiary that is not your spouse for your retirement plan accounts introduces a more complex set of rules. Non-spouse beneficiaries are […]

Beneficiary Planning for Retirement Accounts, Part I – Leaving it to your Spouse

Completing and periodically reviewing beneficiary paperwork is the one of the most important administrative tasks a retirement plan participant can take. Overlooking this seemingly easy step can lead to the […]

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Tag Archives: Designated Beneficiaries

Beneficiary Planning for Retirement Accounts, Part II – Non-Spouse Beneficiaries

Beneficiary Planning for Retirement Accounts, Part I – Leaving it to your Spouse