I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

“Once an owner dies, beneficiary forms are much harder to fix than trusts. Often a fix is impossible,” says Natalie Choate, a ...

Javascript must be enabled to use this site. Please enable Javascript in your browser and try again. Get ready for your next job interview with a free guide from ...

Navigating our investments and planning for the unexpected is not just about wealth creation, it’s also about protecting the people we love. It may not be the easiest topic to face, but ensuring our ...

Getting married is a major life milestone that brings new opportunities—and new responsibilities—for your finances. If you’re newly married or planning to tie the knot, it’s important to understand ...

Leaving assets directly to a loved one with special needs can unintentionally disqualify them from government benefits. These are heartbreaking beneficiary form errors that blow up estate plans ...

Milwaukee Neighborhood News Service is an independent division of Wisconsin Watch, a non-profit news organization dedicated to journalism that makes the communities of Wisconsin strong, informed and ...

Jacqueline Peel receives funding from the Australian Research Council under her Australian Laureate Fellowship and Kathleen Fitzpatrick Award on 'Transforming International Law for Corporate Climate ...

In the fall of 2019, I toured the Office of Personnel Management’s (OPM) Retirement Operations Center—known as the “ROC”—located 220 feet underground in a former limestone mine north of Pittsburgh, ...

Could providing information about designated beneficiaries on a participant statement actually trigger a fiduciary breach suit? Well, in this day and time, that’s a rhetorical question, because it has ...

Beneficiary decisions are a crucial yet often overlooked step when planning for retirement. Simply having a will does not mean your estate plan is fully covered. If you die without a will or your will ...

A Landrum, South Carolina, man is accused of stealing thousands of dollars and a car from a vulnerable adult.The South Carolina Attorney General said Lewis Hyder, 77, is charged with exploitation of a ...