A will only won't secure your legacy. It's just one estate planning document of many. Learn which ones matter most, how they ...

When it comes to your retirement accounts, do you know who your beneficiaries are? These types of accounts have complex distribution rules and significant tax implications for those who inherit them.

When you die, you want to make sure that your assets are distributed to your intended beneficiaries. The transfer of retirement plans at death is controlled by beneficiary forms associated with ...

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 ...

Your 401(k) could be one of your biggest assets. But what happens to it after you die? Unlike other parts of your estate, a 401(k) doesn’t get handled through your will. It follows a different ...

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 ...

I can't stress enough the importance of naming the correct beneficiary for your retirement accounts — IRAs and 401(k) and 403(b) plans. It's equally critical to update the named beneficiary on your ...

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 ...