The Retirement Account Beneficiary Rules
Retirement account beneficiary rules determine who will receive your retirement savings when you pass away, and they operate according to specific federal...
Why Your Will Doesn’t Override Beneficiary Forms
Your will won't override beneficiary designations on your retirement accounts, life insurance policies, or transfer-on-death accounts.
The Beneficiary Form Mistake That Costs Families
The beneficiary form mistake that costs families is simple: an outdated or missing designation on retirement accounts, life insurance, and investment...
How Often Should I Update Beneficiaries
You should update your beneficiaries at least once per year, and immediately whenever a major life change occurs.
Can I Change My Beneficiary
Yes, in most cases you can change your beneficiary on retirement accounts and pension plans. The process is usually straightforward and comes at no...
What If I Forgot to Name a Beneficiary
If you forgot to name a beneficiary on your retirement account or pension, your money doesn't disappear—but it goes through a slower and more expensive...
Estimated 2027 Social Security Benefit Increase From Inflation Cost Adjustment
Social Security benefits could rise 3.8% to 4.7% in 2027, with the official announcement coming October 2026.
Collecting Alimony From Wealthy Ex While On Social Security Retirement Benefits
Social Security retirement and disability benefits can be garnished for alimony, with federal limits protecting payors while ensuring recipients can collect.
When Does August 2026 Social Security $994 Payment Get Deposited
August 2026 Social Security checks arrive one day early—July 31 instead of August 1—because of a weekend payment rule.
How to Name Beneficiaries Correctly
To name beneficiaries correctly, you need to designate a primary beneficiary—the person or entity who will receive your retirement account or pension...