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

After losing a spouse, it's important to review your will, as well as your beneficiary designations for retirement and ...

The Plan: Convert the LIRA to a LIF and unlock half the value, then convert his RRSP to a RRIF and begin withdrawing. Defer ...

Currently, Bob is paying about $150 a month on his life insurance policy. However, if his wife inherits his 401 (k), he ...

Allworth Financial's Steve Hruby and Bob Sponseller. Nathan and Juliana from Kenton County: We have two young girls. How ...

The estate pays estate tax before assets are distributed, while inheritance tax is paid by the beneficiaries who receive the ...

U.S. stocks gained 8.12% in the third quarter, according to the S&P 500 Index, extending a historically fast rebound that ...

Hypothetically, if the U.S. government redeemed this $2.555 trillion and simply returned it to Social Security, the program ...

I have named my daughter as the recipient and beneficiary on all my accounts, including my pension insurance policy and any Social Security benefits. I completely trust her, as she is an intelligent ...

In January, Kupuna will see a social securtiy cost of living checks increas. “One of the things to keep in mind, though, is ...

The start of a new year brings a natural pause, a chance to reflect, reset, and look ahead. While many people focus on resolutions related to health or habits […] ...

Peter Coughlin of Berkshire Money Management recently wrote a blog post that landed with me: Families do not lose wealth only ...