A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

Wondering whether retirement accounts go through probate? In most cases, they don’t — thanks to beneficiary designations.. Retirement accounts like IRAs, 401(k)s and annuities typically bypass probate ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help ...

Beneficiary decisions are a crucial yet often overlooked step when planning for retirement. Simply having a will does not mean your estate plan is fully covered. If you die without a will or your will ...

Retirement planning can be a daunting task, but it is a critical step to ensuring a comfortable and secure future.

I’m not looking for an answer for an unlucky investor, but I have a story about how you should be vigilant with your finances. I funded an IRA for many years with my son as beneficiary. Two decades ...

Internal Revenue Service reminds taxpayers that inheriting a retirement account, such as an IRA or 401(k), could come with ...