While losing a loved one is never easy, the legal and financial aftermath doesn't have to add unnecessary stress. Here are ...

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.

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 ...

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 ...

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 ...

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 ...

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 ...