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

Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.

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 ...

Dear Wife & Mother, Happy Valentine’s Day to you — and many happy returns. This year, your daughter will get a rose, while ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

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 ...

Though tax-free savings accounts (TFSAs) have been around for a while, there’s still some confusion about what happens on the ...

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 ...