I have named my daughter as the recipient and beneficiary on all my accounts, including my pension insurance policy and any ...

Parents who have spent a lifetime saving often want a simple way to help a daughter pay bills, avoid court delays, and ...

Barclay Palmer is a creative executive with 10+ years of creating or managing premium programming and brands/businesses across various platforms. Ebony Howard is a certified public accountant and a ...

You might want to keep this column attached to your TSP-3 beneficiary designation form. My associate Joe Sullender, senior vice president for investments at Wells Fargo Advisors, recently became aware ...

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 ...

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 ...

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 ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

My husband passed away in June 2025. I was unaware that he had several IRAs (worth a few thousand dollars). When I found the paperwork, I discovered that his son was named as the beneficiary. I ...

A secondary beneficiary, also called a contingent beneficiary, is a person or entity entitled to get a distribution of assets from an estate or trust after the estate owner’s death if the primary ...

Your clients’ beneficiary designations are probably wrong. Not because they made bad decisions, but because they made them once and never looked again. Life changed. Their estate plan changed. The Tax ...