Add Yahoo as a preferred source to see more of our stories on Google. It's important to designate who will get what after you're gone, and for retirement accounts and life insurance, this is ...

A $400,000 401(k) does not follow the will. It follows the beneficiary form. For a surprising number of account holders, ...

Key Points ・Beneficiary designations on retirement accounts, life insurance, and bank accounts are legally binding contracts ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Tuesday, June 11th. I'm J.R. Whalen ...

We are receiving more calls about inherited IRAs from advisors than ever before. The first thing we ask is: Where’s the beneficiary form? … and then uh oh ... silence! Processing Content Checking the ...

Questions answered by Marc Hebert, president of The Harbor Group Inc., a registered investment adviser. Ask A Question Do you know where the beneficiary forms are to your individual retirement ...

Beneficiary designations on retirement accounts override your will when it's time to determine who inherits your funds. Many people forget to update beneficiary forms, which leads to unintended ...

Stepchildren might not have the same legal standing as biological children if beneficiary forms don't make that clear. In a recent case, the 5th U.S. Circuit Court of Appeals ruled that a plan ...

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 ...

Be sure to keep your beneficiary designations updated. The dramatic reading of the will in a wood-paneled office has long been a staple of television dramas. Who's in the will (and who isn't) is a ...