When a loved one dies and you know you’re the beneficiary of their life insurance policy, getting the payout is typically ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

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 ...

Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.

Make sure your loved ones get everything they deserve with as little hassle as possible. Since first developed more than 40 years ago, Individual Retirement Accounts (IRAs) have become a popular ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. A beneficiary check up is an important part of your regular financial ...

Since first developed more than 40 years ago, Individual Retirement Accounts (IRAs) have become a popular retirement savings vehicle for generations of investors. As time marches on, a new generation ...