Do you know what the most important part of your retirement account is? The answer might surprise you! If you were asked today to pull out the beneficiary form for each of your financial accounts, ...

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 ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

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 ...

As a plan sponsor, you need to make sure that participant beneficiary forms are up to date. It’s not enough that you make sure that every participant has filled one out, you also have to make sure ...

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 ...

Whether you know it or not, you’ve probably filled out and signed several beneficiary forms. Life insurance policies have them. Credit union accounts have them. Disability insurance policies have them ...

Check that new beneficiary forms are in place for all new Roth accounts created. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group to ...

An employer’s retirement plan documents did not incorporate beneficiary designation forms in its language or appendices, so the forms did not govern the award of benefits, a court ruled. A federal ...

Before you dash off your spouse's name, or put Junior's Social Security number on the dotted line, make sure you're not making any of these mistakes. Naming beneficiaries should be the easiest task ...