Beneficiary — Solution Center Articles

There’s a Better Way to Handle IRA Beneficiary Distributions

There’s nothing routine about handling an IRA beneficiary claim after an IRA owner passes away. The forms may be standard, but the situation never is. Behind every beneficiary designation is a family sorting through loss, and a financial organization trying to help them navigate an unfamiliar and time-sensitive process.

Solution CenterAscensusAugust 7, 2025Business Insights, IRA, Beneficiary