Dear Quentin, I have a very modest sum in my CD, checking, and savings accounts (approximately $150,000). I have set up a ...

Beneficiary designations aren't always the wrong choice, but they’re certainly not a one-size-fits-all option.

Elder law attorney Harry Margolis explains why beneficiary designations don’t protect assets and where Medicaid estate ...

Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.

Barclay Palmer is a creative executive with 10+ years of creating or managing premium programming and brands/businesses across various platforms. Ebony Howard is a certified public accountant and a ...

An important part of estate planning is deciding who will get your assets when you pass away. This means naming primary and contingent beneficiaries on important accounts such as your life insurance ...

For example, some beneficiaries choose to only take the RMDs and end up with a large remaining balance in year 10, which then ...

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 ...

My husband passed away in June 2025. I was unaware that he had several IRAs (worth a few thousand dollars). When I found the paperwork, I discovered that his son was named as the beneficiary. I ...

Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...