Most people name a spouse, child, or close relative as the beneficiary on a retirement account or life insurance policy and assume the job is done. What they don’t realize is that the choice directly ...

A spousal beneficiary rollover is a transfer of assets to a surviving spouse from a deceased spouse's retirement accounts. It ...

Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on. It’s a good ...

One of the most important aspects of estate planning is choosing who you’d like to be your beneficiaries. A beneficiary is someone who is named to receive a financial gift from an estate or a specific ...

A beneficiary designation is a document — usually a simple form — that tells a financial institution or insurance company who ...

It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts. While you may think it isn’t a big deal, mistakes with beneficiaries can be ...

French athlete and former Mountain Bike champion Aurelien Fontenoy makes a bungee jump on his bike from the Artuby bridge, the highest bridge in Europe with 182 m of height, near Comps-sur-Artuby on ...

Estate planning is an important part of ensuring that your assets go where you want them to go in the event of your death, and many different types of financial accounts let you name beneficiaries to ...

When naming designated beneficiaries of individual retirement accounts, it’s usually best to avoid naming a trust, as this could disqualify not only the trust but also any individuals named as ...