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 ...

Beneficiary designations on retirement accounts override your will when it's time to determine who inherits your funds. Many people forget to update beneficiary forms, which leads to unintended ...

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, ...

Key Takeaways Beneficiary designations on retirement accounts override your will when it's time to determine who inherits ...

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 ...

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 ...

Stepchildren might not have the same legal standing as biological children if beneficiary forms don't make that clear. In a recent case, the 5th U.S. Circuit Court of Appeals ruled that a plan ...

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 ...

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 ...

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 ...