A spousal beneficiary rollover is a transfer of assets to a surviving spouse from a deceased spouse's retirement accounts. It ...

Banks and other financial institutions don’t automatically ask account holders to designate a beneficiary, so it can be easy to forget or postpone adding a beneficiary until it’s more convenient. But ...

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 ...

More and more, people are being advised to add “transfer on death” designations to their non-IRA brokerage assets. This increasingly popular tool has both benefits as well as detractions and is best ...

Steps to make sure your life insurance pays out efficiently to the people you want to support Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance staff ...