A guaranteed death benefit ensures that the beneficiary receives funds if the annuitant passes before annuity payouts start, ...

A Beneficiary Intentionally Defective Irrevocable Trust (BIDIT) provides a unique planning opportunity because it allows a beneficiary to continue to benefit from his or her own assets while ...

Learn about Social Security survivor benefits. Find out if you, your children, or even your parents are eligible to receive monthly payments.

Social Security may provide a one-time $255 death benefit to your loved ones when you die. But that amount has not changed in 70 years. A new bill has been introduced in the Senate to raise that ...

The Social Security Administration is scheduled to start sending statements to beneficiaries, including the dollar amounts to expect for their 2026 benefits. The new year will bring a 2.8% ...

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...

Just weeks after announcing a 100% withholding rate on new overpayments of benefits, the Social Security Administration has slashed the rate down to 50% for certain beneficiaries. Yet that clawback on ...

A new report finds that Social Security recipients face a 21% cut when a crucial trust fund that's on pace to be depleted in 2033 runs dry and that neither of the leading contenders in this year's ...

Note: You should only click Change Benefits button if you have a documented qualifying event. Changes for the retirement savings plan can only be done through NetBenefits. For existing spouse or child ...