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

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 ...

You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The ...

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 ...

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 ...

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