INDUSTRY INSIGHT
YOUR FINANCES
SPONSORED CONTENT
Retirement Plans
and Estate Planning
When you die, what will happen to your retirement plan benefits? In general,
your retirement plan benefits pass to the beneficiaries you designate on the plan
beneficiary designation form. Your benefits will generally be subject to estate tax
at your death and to income tax when benefits are distributed from the plan to
your beneficiaries.
n Who receives your retirement plan benefits after your death?
You can designate who will receive your retirement plan benefits at your
death by designating a beneficiary on the plan form for naming beneficiaries.
(Your spouse may have certain rights in the ret \