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

Mindful of cumbersome rules and the potential for blended-family feuds, advisers can help take the lead on keeping the peace for benefit plan participants.

Jump AI data shows 44% of meetings now cover wealth transfer. Learn five critical areas where beneficiary designations fail ...

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 ...

Some financial products like life insurance or tax-advantaged retirement accounts require you to name one or more beneficiaries. However, that’s not the case with many assets. For instance, you can ...

When it comes to our finances, most of us are focused on achieving our goals — whether that's a new home, an exciting vacation or a comfortable retirement. But naming beneficiaries on your accounts ...

Once you’ve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about those beneficiary designations again. But that could be a big mistake. If you get ...

You can designate a wide range of heirs for your 401(k) Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, marketing, and the ...

Choosing a 401(k) beneficiary requires careful consideration of factors like age and financial literacy. Beneficiaries should be informed of their designation and understand the tax implications of ...

Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. A trust is an arrangement whereby one ...

Editor’s note: This is the second article in a monthly step-by-step guide for getting your financial house in order. Yes, it’s a daunting process, but we’re breaking it down into manageable steps that ...