| Beneficiary | |
 A person or entity named in a will or financial contract as the inheritor of property when the property owner dies. |
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 A beneficiary can be a spouse, child, charity, or any entity or person to whom the property owner would like to leave his or her possessions and assets. |
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 Who Is The Beneficiary Of Your Account? - If you've experienced life changes since first establishing your plan, it might be time to update the designations. Inherited Retirement Plan Assets - Part 1 - If you're a beneficiary of a retirement account, you should know your distribution options. Inherited Retirement Plan Assets - Part 2 - To take full advantage of new RMD regulations, beneficiaries need to take action before important deadlines. The Importance of Sept 30 for Multiple Beneficiaries - Unless certain action is taken by this date, distribution rules can put the youngest inheritor at a disadvantage. |
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