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

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 ...

Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

Who you designate as your beneficiary is important when it comes to the wealth transfer. The dramatic reading of the will in a wood-paneled office has long been a staple of television dramas. Who's in ...

Life insurance is built around beneficiaries who will receive the benefits of your life insurance payout when you pass away. However, from time to time, your named beneficiary cannot collect the ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on. It’s a good ...

One of the world’s most influential fashion moguls passed away and may have dedicated part of a $300 million fortune to his pet cat. This had a lot of people undoubtedly thinking, “Who would I leave ...

The Secure Act has brought with it some new rules for those lucky enough to receive an inheritance in the form of a beneficiary IRA. These rules will change how long you have to move money out of your ...

Naming a beneficiary is an essential step in estate planning that allows individuals to determine how their assets will be distributed in the event of their death. By understanding the different types ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Cavan Productions / Getty Images Your 401(k) passes to the person you ...

A newly acquired individual retirement account (IRA) is good financial news for the recipient, but clients may need help unraveling the host of rules and requirements regulating how and when ...