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 ...

The death of a loved one brings stress, despair and grief. It also often precipitates disagreements regarding the intended beneficiary of an annuity, life insurance policy or other account of the ...

Here’s who gets your 401(k) when you die, plus how it’s transferred, the tax impact, and why beneficiary updates matter more ...

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 ...

As a plan sponsor, it should be obvious that you need to keep all beneficiary forms on file and make sure they’re updated. However, surprisingly, I have found many plan sponsors that are deficient ...

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 ...

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 ...

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 ...

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 ...

A beneficiary is a person or entity you designate to receive the benefits of a particular account or policy after your death. Designating, reviewing and updating beneficiaries are basic tasks of ...

Do yourself a favor: Check the heirs named on your IRA or 401(k) retirement plans. Then check your parents’ accounts. A lot is riding on these designations, and it’s easy for life to outrun planning ...