Updating beneficiaries as you prepare your annual tax return is a natural way to get two important jobs done at the same time ...

Banks and other financial institutions don’t automatically ask account holders to designate a beneficiary, so it can be easy to forget or postpone adding a beneficiary until it’s more convenient. But ...

Matt Richardson is the senior managing editor for the Managing Your Money section for CBSNews.com. He writes and edits content about personal finance ranging from savings to investing to insurance.

Two laws enacted in 2025, President Donald Trump's "big beautiful bill" and the Social Security Fairness Act, may change beneficiaries' federal tax liability on their benefits. Here's how those ...

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...

The Secure Act has brought with it some new rules for those lucky enough to receive an inheritance in the form of a beneficiary IRA. These rules will change how long you have to move money out of your ...

Steps to make sure your life insurance pays out efficiently to the people you want to support Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance staff ...

The calculation of required minimum distributions for beneficiaries has always been uniquely complicated because of confusing tax rules that differ depending on the type of beneficiary, when they ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...