The end of the year is a time when families often gather together. Although these gatherings may keep you busy, this could be a good time to think about the future and make sure that you have ...

*Don’t name your estate as heir. A retirement account’s heir typically must be a person (or a trust benefiting a person) for ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help ...

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 ...

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...

It happens all the time, an unmarried plan participant signs up for a retirement plan and designates their parents and/or siblings as their beneficiaries. They subsequently get married, have children, ...

Q. A bank is not releasing a checking account, savings account, CDs and two IRAs, which I inherited from my cousin, saying I am considered a Class A beneficiary and I need a inherited waiver — Form ...