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

When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get transferred to loved ones or go to probate often comes down to a few small ...

French athlete and former Mountain Bike champion Aurelien Fontenoy makes a bungee jump on his bike from the Artuby bridge, the highest bridge in Europe with 182 m of height, near Comps-sur-Artuby on ...

It’s easy to assume your will has the final say over who inherits your money, but that’s not always true. Just one bank account beneficiary form can quietly override written estate plans and redirect ...

A beneficiary designation is a document — usually a simple form — that tells a financial institution or insurance company who ...

This is Kyle Woodley, the editor of Retire With Riley, and if you actually made the choice to read this article, let me just say: I respect you. Because, let's be honest, most of us don't actively ...

Your 401(k) passes to the person you name on a beneficiary form—not through your will. Spouses and non-spouses face different rules and tax implications when inheriting a 401(k). Forgetting to update ...

Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial ...

I have written previously about the tax advantages associated with health savings accounts (HSAs). Contributions are tax-deductible regardless of income. Returns on contributions grow tax-deferred. As ...