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.

It’s tempting to reach for the trash can or the shredder with a stack of old retirement account documents, but you and your heirs could be in for trouble. The beneficiary form you fill out when you ...

Employees would need to update their beneficiaries on their life insurance, Plan B Pension, and their retirement account(s). Life insurance beneficiaries can be updated by filling out the Life ...

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 ...

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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 ...

Retirement expert warns Americans to update IRA beneficiary paperwork, as accounts hold trillions of dollars and mistakes can be costly.

LAS CRUCES - When Elizabeth "Libby" Leask, 61, listed her Las Cruces home for sale early in February, she described it as a surrender. "I don't have anything else to give up," she said. "I can't ...