• / Free eNewsletters & Magazine
  • / My Account
Home>How to Handle Beneficiary Designations

How to Handle Beneficiary Designations

Morningstar Articles

Tue, 7 Nov 2006

The decision about how to designate beneficiaries for your company retirement plan, life insurance policies, and other assets might seem like a no-brainer. Chances are you would like those near and dear to you to inherit any money you've accumulated

Related Videos

  1. 5 Best Practices for Limiting Your Tax Burden in Retirement

    A flexible withdrawal strategy, diversification across account types, and targeted Roth conversions can limit the tax drag for retirees , says Morningstar's Christine Benz.

  2. What You Need to Know About Estate Planning Today

    Every pre-retiree and retiree needs these documents, says estate - planning expert Deborah Jacobs.

Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.