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 ...

When it comes to your retirement accounts, do you know who your beneficiaries are? These types of accounts have complex distribution rules and significant tax implications for those who inherit them.

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Tuesday, June 11th. I'm J.R. Whalen ...

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 ...

A participant in a 401(k), 403(b), or other account-style retirement plan may name a beneficiary to receive his or her account balance after the participant’s death. A recent case, Moore v. NCR Corp.

Your 401(k) could be one of your biggest assets. But what happens to it after you die? Unlike other parts of your estate, a 401(k) doesn’t get handled through your will. It follows a different ...

I can't stress enough the importance of naming the correct beneficiary for your retirement accounts — IRAs and 401(k) and 403(b) plans. It's equally critical to update the named beneficiary on your ...

Beneficiary designations are among the most important legacy decisions you will make. A variety of financial accounts, including retirement plans and life insurance policies, allow you to designate ...

Naming a beneficiary for your life insurance, retirement accounts, and other assets seems like a straightforward task. You simply write down the name of the person you want to receive the money when ...

The end of the calendar year often brings family into focus as we look to spend time with loved ones for the holidays. Though it may not feel like the best time to contemplate one’s demise, the season ...