The Social Security Administration offers a one-time payment of $255 to assist families financially after a loved one's death ...

The best plan is worthless if not properly executed. This article follows on from our earlier discussion on issues clients may need ...

President Donald Trump's latest executive order means changes are coming to how Social Security distributes payments to ...

skynesher / Getty Images A gift in trust is an indirect way to give assets to a beneficiary. A gift in trust is a special legal and fiduciary arrangement that allows for an indirect bequest of ...

For some reason, their other sibling was not listed as a beneficiary on that 401(k), so they’re entitled to nothing. The poster is wondering if they should share the money with their sibling ...

You can head to your bank or other financial institution, fill out the form, and name your assets and beneficiaries. You maintain full control of the assets specified in the TOD form during your ...

The inherited IRA 10-year rule refers to how assets in an IRA are handled when an IRA owner dies and the account is passed on to the named beneficiary. For some beneficiaries, including non ...

With that in mind, here are five essential tax aspects every IRA beneficiary should know. If you have inherited an IRA or have any other retirement plan account, it's important to be aware of the ...

such as the beneficiary designation form and the plan's terms and conditions. “When the primary 401(k) holder passes away, the beneficiary should contact the plan administrator to begin ...