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

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?

You’ve probably got one or two financial jobs on your to-do list that you were too busy to get to or perceived as boring ...

If you have an advisor running your financial affairs, then he or she can adjust the beneficiary designations on your accounts, according to your wishes. If you manage the account (say ...

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 ensure that your assets go to the right people once you pass on.