Glenmede's Bethany Bryant on why and when to review beneficiary designations, and how those should align with an estate plan.

Estate planning determines who inherits an IRA, 401(k), and other retirement accounts. Learn how to ensure that your beneficiaries get the most out of your assets.

Do retirement accounts go through probate? Discover how beneficiary designations work -- and how to keep IRAs, 401 (k)s & annuities out of probate. Learn now.

Assets that are not part of the probate process include retirement accounts (like a 401 (k) or IRA), annuities, or life insurance. For many people, these assets constitute the bulk of their life ...

If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries are in order.

Your will may not control all your assets. Find out how your ex can inherit from you if you own any that don’t pass through ...

Individual retirement accounts (IRAs) and employer-sponsored retirement plans allow you to save in a tax-deferred account ...

Weston: They can be a solution for people with limited funds who can’t afford to pay an estate planning attorney, or when they’re part of a coordinated estate plan. But if you have more money/property ...

Inheriting an individual retirement account can be a bittersweet experience. Although it's a loving gesture from the deceased to help fortify your retirement, the machinations of an inherited IRA ...

Home Retirement The Moneyist The Moneyist ‘Be vigilant with your finances’: My IRA had an unknown beneficiary designation. How could this happen?