Court decision in case of widow RRSP beneficiary highlights importance of reviewing ...
A recent ruling shouldn’t necessarily lead clients to name their spouse as beneficiary of their registered plans ...
24/7 Wall St7 天
Inherited IRAs and RMDs: The Hidden Risks for Heirs
Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.
Purdue University18 天
Beneficiary Management
On the right side of the next page, click the "Add Beneficiary" link across from Beneficiaries. Paper: Designation of Beneficiary Form Note: If you are married and designate someone other than a ...
What happens to your investment accounts after you die?
Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...
Post Register11 天
It's the Law: Drafting a beneficiary designation
Do I need to do something extra? A. It is very important to understand that any assets on which there is a beneficiary designation pass pursuant to that designation and not pursuant to your will u ...
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Though tax-free savings accounts (TFSAs) have been around for a while, there’s still some confusion about what happens on the ...
CNBC19 天
Naming a beneficiary can save your loved ones a lot of heartache — here's how to do it
Most life insurance companies require beneficiaries to be named when you buy your policy, although you can always add or change a designation later. If you receive life insurance through your job ...