Most Americans believe their will distributes their estate, but that's not the case with retirement accounts, life insurance, ...

Questions answered by Marc Hebert, president of The Harbor Group Inc., a registered investment adviser. Ask A Question Do you know where the beneficiary forms are to your individual retirement ...

The death of a loved one brings stress, despair and grief. It also often precipitates disagreements regarding the intended beneficiary of an annuity, life insurance policy or other account of the ...

Most people think their will decides who inherits their assets, but for retirement accounts, life insurance, and certain bank accounts, beneficiary forms rule. Outdated or incorrect forms can send ...

It may seem like an afterthought, but naming a beneficiary to your retirement account is critical. Here's why.

You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The ...

For many retirees, individual retirement accounts are their single largest asset, a financial war chest meant to supplement their income during their lifetime and provide for their heirs once they're ...

Stepchildren might not have the same legal standing as biological children if beneficiary forms don't make that clear. In a recent case, the 5th U.S. Circuit Court of Appeals ruled that a plan ...

Understand how your 401(k) is handled after your passing, including beneficiary rules and tax implications, to ensure your ...

Be sure to keep your beneficiary designations updated. The dramatic reading of the will in a wood-paneled office has long been a staple of television dramas. Who's in the will (and who isn't) is a ...

You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The ...