High and persistent inflation over the past couple of years has caused interest rates to rise, and while that's made borrowing costs more expensive, it's also helped savers earn a higher return on ...

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

If the beneficiary of a life insurance policy dies before the insured person, the death benefit will be split among any contingent beneficiaries if there are no contingent beneficiaries, it will be ...

It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts. While you may think it isn’t a big deal, mistakes with beneficiaries can be ...

One of the most important aspects of estate planning is choosing who you’d like to be your beneficiaries. A beneficiary is someone who is named to receive a financial gift from an estate or a specific ...

Estate planning is an important part of ensuring that your assets go where you want them to go in the event of your death, and many different types of financial accounts let you name beneficiaries to ...

You might want to keep this column attached to your TSP-3 beneficiary designation form. My associate Joe Sullender, senior vice president for investments at Wells Fargo Advisors, recently became aware ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Your 401(k) passes to the person you name on your beneficiary ...

Confused about Medigap? Here are 20 simple, essential facts to understand Medicare Supplement plans, costs, and how they fill ...