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. [More]

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. [More]

Life Insurance Policy Beneficiaries

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

Insurance Annuity Beneficiaries

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

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. [More]