I have named my daughter as the recipient and beneficiary on all my accounts, including my pension insurance policy and any ...

Key Takeaways Your 401(k) passes to the person you name on a beneficiary form—not through your will.Spouses and non-spouses face different rules and tax implications when inheriting a ...

Dear Mr. Premack: I previously had a will drawn up and I gave a copy to my beneficiary. Since then, I have decided to change my will by dropping that beneficiary and instead naming four charitable ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

Dear Liz: I have spent the majority of the last three decades abroad. Relationships fade away if there is little contact. Such is life. Most of the financial accounts that I have allow me to provide ...

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...

During my years working in financial and retirement planning, one thing became very clear: many people don’t understand the stamp duty and costs their estate will face when they die. I often had to ...

DALLAS — A will is one of those things that a lot of us put off as long as possible. All that paperwork, those details, the intimidating legalese, and thinking about dying –they’re all good reasons to ...

If you’ve ever opened an IRA, CD or brokerage account — or bought an annuity, life insurance policy or shares of a mutual fund — you’ve been asked to name a beneficiary, or a person who will inherit ...

Workplace retirement plans like 401(k)s are among the most powerful tools for building long-term wealth, yet they are also among the easiest to overlook during major life changes. According to a 2025 ...

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...

IRAs have become a core part of the retirement system in the United States with over $18 trillion in assets not as of 2025. While retirement accounts are there for retirement, they can also become ...