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Beneficiary planning

Strategies for required minimum distributions, rollovers, and transfers for beneficiaries of IRAs and employer-sponsored retirement plans.

Spousal Consent

Definition The (usually) written consent provided by the spouse of a retirement account owner, for the retirement account owner to take certain actions with his

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Default beneficiary

Definition A party who is treated as the beneficiary of a retirement account under the default provisions of the retirement plan document. A beneficiary is

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De Facto Beneficiary

Definition A party who is treated as the beneficiary of a retirement account under the default provisions of the retirement account plan document. A de facto

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