Category Archives: 401(k)

401(k) Beneficiary Rules Based on Marital Status

401(k) accounts are among the few non-probate assets where beneficiaries must be directly named on the account rather than through other estate planning documents. Naming a beneficiary is extremely important, but there are also some rules to be aware of. Here’s what you should know about 401(k) beneficiary rules based on marital status. Single Account […]