This 401(k) beneficiary mistake can result in all of your hard-earned money going to the wrong person. Here's how to avoid it ...

Find out how an outdated beneficiary form can override your will and unintentionally leave retirement savings or life ...

Inheriting a 401(k) comes with a range of beneficiary rules that vary depending on the beneficiary's relationship to the ...

The scenario is common enough that estate attorneys have a name for it: the gray remarriage. She is 68, widowed, with about ...

When you think of estate planning, most people think about getting their wills and trusts in order. But for many investors, their IRA or 401(k) beneficiary designation form will control the ...

Learn the 5 common beneficiary form mistakes and how a living trust can protect your family's future. Get a free book!

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

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, ...

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 ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, economics, and public policy. Peter began covering markets at Multex (Reuters) and has ...

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 ...

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 ...