#beneficiary

John J. Diak, CFP®

10 Smart Tips for Getting Organized with Estate Planning

Creating an estate plan in case of your death or disability can help your heirs avoid unneeded stress and uncertainty. Here are 10 steps to

John J. Diak, CFP®

Smart Financial & Insurance Moves for New Parents

Becoming a new parent brings many new financial responsibilities. You’ll want to take care of the essentials in budgeting, insurance, and th

John J. Diak, CFP®

Should You Leave Your IRA to a Child?

Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. It can get complicated.

John J. Diak, CFP®

Are Your Beneficiary Designations Up to Date?

Your beneficiary choices may seem obvious when you initially make them, time has a way of altering things. In a stretch of five or ten years

John J. Diak, CFP®

It's 2016: Do You Know Who Your Beneficiaries Are?

Many IRA owners may not be aware that after their death, the primary beneficiary -- usually the surviving spouse -- may have the right to...

John J. Diak, CFP®

Shielding Retirement Assets From Taxes

As hard as it is to believe, today's tax-advantaged plans -- including individual retirement accounts IRAs, 401(k)s, and rollover IRAs --...

John J. Diak, CFP®

Common Estate Planning Mistakes - and How to Avoid Them

Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices...

John J. Diak, CFP®

Beneficiary of a Trust? What You Need to Know

As a trust beneficiary, you have certain rights. Here are some things you may need to know to help keep your interests protected. If you...

John J. Diak, CFP®

It's 2015: Do You Know Who Your Beneficiaries Are?

Many investors have taken advantage of pretax contributions to their company's employer-sponsored retirement plan and/or make annual...