When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get ...

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

It's easy to assume your will has the final say over who inherits your money, but that's not always true. Just one bank account beneficiary form can quietly override written estate plans and redirect ...

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 ...

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 ...

Since first developed more than 40 years ago, Individual Retirement Accounts (IRAs) have become a popular retirement savings vehicle for generations of investors. As time marches on, a new generation ...

U.S. workers have stashed $6.9 trillion in their 401(k) plans as of Sept. 30, 2023, according to the Investment Company Institute, an association representing regulated investment funds. A healthy ...

John Doe has died, leaving a substantial retirement account. Unfortunately, he never named a beneficiary for the account (or he named the “wrong” beneficiary). You are advising his survivors--his ...