An explanation of how Pay on Death (POD) accounts, aka TOD or Totten Trust, work and what account owners should be aware of before identifying a beneficiary.
Pitfalls of Pay on Death (POD) Accounts
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Retirement VIDEOS
The Latest Retirement Video
Tips for Individuals Living Alone (Part. 2 of 2)
Estate lawyers share tips for individuals living alone on how to plan for incapacity or illness for an extended amount of time and provide a review of critical power of attorney documents.
Tips for Individuals Living Alone (Pt. 1 of 2)
Estate lawyers share tips for individuals living alone to prepare for a healthcare or medical emergency, including a checklist and contact forms.
Common IRA Beneficiary Scenarios
There are no do-overs with IRA beneficiaries! Understand the typical IRA beneficiary scenarios and why it’s critical to review every time you set up an IRA.
529 Plan Pros and Cons
Estate experts answer parents’ and families’ questions about how 529 Plans work and what you need to keep in mind when saving for higher education.
Social Security Retirement Age and Benefits
Understand when you should take Social Security retirement benefits and how the decision may result in a reduction of income for dependents.
Utilizing Positive Psychology in Your Estate Plan
Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.
How the SECURE Act May Impact Your Retirement Plan
The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. Learn more from the experts.
Should I Sign New Estate Planning Documents When I Move to a New State?
When you move to a new state, do you need to update your estate planning documents? ACTEC Fellows discuss which document you need to update and why.
IRAs and IRA Beneficiaries
IRA beneficiary designations can be confusing. Learn the essentials of IRAs and naming IRA beneficiaries from trust and estate experts.