Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...

A few years ago during a prior Congress and prior presidential administration, a federal law known as the Setting Every Community Up for Retirement Enhancement or SECURE Act, became effective on Jan.

IF YOU HAVE an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to people ...

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 ...

Advice offered by Marc Hebert, president of The Harbor Group Inc., a certified financial planner. If you have any questions about finance or if you'd like to suggest a future topic, email ...

One of the biggest myths and misconceptions of estate planning is that a will controls the disposition of all one’s assets at death. This is not the case. Failing to distinguish the difference between ...

Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.