The death of a loved one brings stress, despair and grief. It also often precipitates disagreements regarding the intended beneficiary of an annuity, life insurance policy or other account of the ...

Most Americans believe their will distributes their estate, but that's not the case with retirement accounts, life insurance, ...

Understand how your 401(k) is handled after your passing, including beneficiary rules and tax implications, to ensure your ...

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 ...

Add Yahoo as a preferred source to see more of our stories on Google. It's important to designate who will get what after you're gone, and for retirement accounts and life insurance, this is ...

A participant in a 401(k), 403(b), or other account-style retirement plan may name a beneficiary to receive his or her account balance after the participant’s death. A recent case, Moore v. NCR Corp.

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 ...

There are no time limits, but there's still no reason to delay a claim Fact checked by Vikki Velasquez Life insurance ...