Beneficiary Designations

Beneficiary Designations: Getting Started

Take the time to ensure that your retirement plan, life insurance and insurance annuity assets are distributed as you wish.

IRA and Retirement Plan Beneficiaries

When deciding who will receive your retirement plan assets after your lifetime, it's important to understand the tax implications of your choice.

Life Insurance Policy Beneficiaries

Here is what to consider when choosing loved ones or charitable organizations to receive your life insurance proceeds.

Insurance Annuity Beneficiaries

Learn more about the tax implications of leaving insurance annuity assets to your loved ones vs. a charitable organization.

Action Items

Here's what to do next when considering designating a charitable organization as beneficiary of your retirement plan, life insurance or insurance annuity assets.