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Beneficiary Designations
Beneficiary Designations: Getting Started
Take the time to ensure that your retirement plan, life insurance and insurance annuity assets are distributed as you wish.
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IRA and Retirement Plan Beneficiaries
When deciding who will receive your retirement plan assets after your lifetime, it's important to understand the tax implications of your choice.
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Life Insurance Policy Beneficiaries
Here is what to consider when choosing loved ones or charitable organizations to receive your life insurance proceeds.
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Insurance Annuity Beneficiaries
Learn more about the tax implications of leaving insurance annuity assets to your loved ones vs. a charitable organization.
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Action Items
Here's what to do next when considering designating a charitable organization as beneficiary of your retirement plan, life insurance or insurance annuity assets.
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