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  2. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    Confirm your beneficiary status. First, determine how you're designated to receive the assets. If you're a direct beneficiary or transfer-on-death recipient, you can work directly with the ...

  3. What Exactly Do I Need to Know About Beneficiaries? - AOL

    www.aol.com/exactly-know-beneficiaries-132408610...

    A beneficiary is a person or entity you designate to receive the benefits of a particular account or policy after your death. Designating, reviewing and updating beneficiaries are basic tasks of ...

  4. Should I Name a Sole Beneficiary?

    www.aol.com/name-sole-beneficiary-140045387.html

    One of the most important aspects of estate planning is choosing who you'd like to be your beneficiaries. A beneficiary is someone who is named to receive a financial gift from an estate or a ...

  5. My Dad Has Been Dead 19 Years And I Still Can’t Get ... - AOL

    www.aol.com/dad-dead-19-years-still-191958073.html

    In many instances, under the Employee Retirement Income Security Act, a spouse is the typical fall-back for default beneficiaries of any 401(k) unless otherwise specified by the account holder.

  6. What is a beneficiary? - AOL

    www.aol.com/finance/beneficiary-211500552.html

    From there, the beneficiaries named in your will may be able to inherit the accounts you didn’t designate a beneficiary for. If you don’t have a will, the state will typically look for living ...

  7. What Do My Beneficiaries Need to Know About Trusts & Money? - AOL

    www.aol.com/does-beneficiary-money-trust...

    When your deceased relative created the trust, they set distribution guidelines for the time of distributions or milestones that the beneficiary must meet before they can receive any money.

  8. 5 reasons to add beneficiaries to your accounts right now - AOL

    www.aol.com/finance/5-reasons-add-beneficiaries...

    There are several reasons for why you should name a beneficiary and why doing so makes the process of handling assets much smoother later on. 1. You want to choose who receives your assets.

  9. Should My Estate Be My IRA Beneficiary? - AOL

    www.aol.com/news/estate-ira-beneficiary...

    When people pass away, their wealth is generally passed on. In the case of passing on your individual retirement account or an IRA, you have two choices. You can name a beneficiary or multiple ...

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