It's important to designate who will get what after you're gone, and for retirement accounts and life insurance, this is ...

Most people name a spouse, child, or close relative as the beneficiary on a retirement account or life insurance policy and assume the job is done. What they don’t realize is that the choice directly ...

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 ...

Do you know what the most important part of your retirement account is? The answer might surprise you! If you were asked today to pull out the beneficiary form for each of your financial accounts, ...

A beneficiary designation is a document — usually a simple form — that tells a financial institution or insurance company who ...

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 ...

Beneficiary forms trump last wills and testaments in court, so those with assets to pass on to heirs should regularly update them. Errors on the part of plan administrators can creep in when, for ...

We are receiving more calls about inherited IRAs from advisors than ever before. The first thing we ask is: Where’s the beneficiary form? … and then uh oh ... silence! Processing Content Checking the ...

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 ...