Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

Maybe you’ve heard of “The Gentle Art of Swedish Death Cleaning.” It’s a guide to proactively downsizing your stuff while you’re still alive. Doing so spares your heirs the mess of doing it themselves ...

Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do ...

IRAs were created to help people save enough to meet their financial needs in retirement. But often, people die before they've completely used up their IRA money. It's important to know what happens ...

If you inherit an IRA or employer-plan account, you can let it continue to grow tax-deferred and take only required minimum distributions. Depending on your beneficiary profile, tax-deferred growth ...

Every few years, IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important changes that have been made regarding IRAs , 401(k)s and ...

The recent final required minimum distribution (RMD) regulations include a new rule change that may be beneficial for IRA owners who name trusts as beneficiaries. In the new regulations, the IRS ...

The end of the calendar year often brings family into focus as we look to spend time with loved ones for the holidays. Though it may not feel like the best time to contemplate one’s demise, the season ...