Getting married changes your IRA and 401(k) rules, from Roth IRA contribution limits to beneficiary designations. Learn how ...

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

Arsenal star Bukayo Saka has been advised to follow Harry Kane's example amid a slump in form following a nightmare run with hamstring injuries. The England star has struggled to build up any proper ...

Erika Kirk has touched many people with her strength after the assassination of her husband Charlie Kirk earlier this month, including Lorenzo Lamas. Lamas called the 36-year-old an "incredible woman ...

An apparent mistake in switching beneficiaries on a life insurance policy has left courts in British Columbia grappling with how to untangle an estate. In a dispute over the payout from a life ...

My mother-in-law is 86 and my sister-in-law is 58. My sister-in-law wants to have guardianship of my mother-in-law. They both reside in an apartment my husband and I built in Wisconsin to accommodate ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...

Although the money you save in a traditional individual retirement account (IRA) is often tax-deferred, the value of the IRA assets is included in your taxable estate and may be subject to federal and ...

Richard has an adult son from his first marriage and two pre-teen daughters from his second. The other day, while checking his 401(k) balance, Richard was struck by this thought: “Who would get this ...