Leaving the Wrong Beneficiary on Your IRA Plan Can Be a Costly Mistake

*Don’t name your estate as heir. A retirement account’s heir typically must be a person (or a trust benefiting a person) for ...

Roth IRA Beneficiary Options: Guide for Spouses and Non-Spouses

Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.

I was the beneficiary of my late wife’s IRA and 401(k) — but I want our kids to get the cash. Do I still have to take minimum distributions one day?

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...
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$6.1M approved to provide emergency relief for 15K Native Hawaiian beneficiaries: OHA

On Nov. 6, the Office of Hawaiian Affairs approved up to $6.1 million for eligible beneficiaries, with $350 gift cards for ...

Fuerza Regida is offering free meals in Ontario to SNAP beneficiaries

Fuerza Regida's charitable arm, the Fuerza Music Foundation, will be giving free meals to SNAP beneficiaries in Ontario on ...

How much will Social Security beneficiaries receive on November 12, 2025?

The Social Security Administration (SSA) is preparing to issue a new round of payments to millions of beneficiaries across the United States. The checks for November 2025 will begi ...

Fiduciary Bond: What It Means for Estate, Trust and Probate Duties

What It Means for Estate, Trust and Probate Duties ...

2026 Social Security Earnings Test -- Here's What Working Beneficiaries Need to Know

The Social Security earnings test is used to determine if a Social Security recipient's benefit will be reduced due to their ...

Partial SNAP payments added to NC beneficiaries’ EBT cards, full payments to come

The North Carolina Department of Health and Human Services (NCDHHS) stated on Friday that the United States Department of ...