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What Families Should Know About Retirement Account Beneficiary Designations
Retirement accounts come in different shapes and sizes. Estate planning for retirement accounts varies depending on the type of account. The most common kinds of retirement accounts include 401(k)s, pensions, and Individual Retirement Accounts, or “IRAs.”
August 27, 2026
Annuities and Medicaid
This week’s column is a continuation of our column from last week where we answered questions regarding tax-deferred annuities, the different types and the tax benefits and consequences of purchasing or owning one. Included in the questions posed last week was “what are the Medicaid implications for the owner of an annuity.”
February 19, 2014
