Beneficiary designations are one of the major gaps in many retirement and estate plans. A recent court case shows the ...

You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The ...

Proper account titling and beneficiary designations prevent estate plan failures and ensure smooth asset transfers for ...

A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.

A 529 plan, named after Section 529 of the Internal Revenue Code, is a tax-advantaged savings plan designed to encourage saving for future education costs. This plan is typically set up by parents, ...

Most estate planning mistakes tend to be fall into one of several categories. Every estate plan has unique features, but the same problems and mistakes recur. Many mistakes don’t vary with the value ...

When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get ...

Add Yahoo as a preferred source to see more of our stories on Google. You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will ...

The 529 Plan is a tax-advantaged savings plan designed to encourage saving for future education costs. The beneficiary of the plan is the individual designated to use the funds for educational ...