What Is a TOD Beneficiary?

“A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.”

How Do IRAs and 401(k)s Fit into Estate Planning?

“Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.”

How Do I Avoid Probate?

“There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.”

What Shouldn’t Be Put in a Will?

“While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.”

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