Questions answered by Marc Hebert, president of The Harbor Group Inc., a registered investment adviser. Ask A Question Do you know where the beneficiary forms are to your individual retirement ...

The death of a loved one brings stress, despair and grief. It also often precipitates disagreements regarding the intended beneficiary of an annuity, life insurance policy or other account of 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 ...

Stepchildren might not have the same legal standing as biological children if beneficiary forms don't make that clear. In a recent case, the 5th U.S. Circuit Court of Appeals ruled that a plan ...

Filling out the beneficiary form for annuities might seem simple. Just fill in the names and move on. But Jeffrey Levine, an individual retirement account (IRA) consultant with Ed Slott and Co., said ...

Beneficiary forms trump last wills and testaments in court, so those with assets to pass on to heirs should regularly update them. Errors on the part of plan administrators can creep in when, for ...

You've done everything right. You've been diligently contributing to your retirement accounts for years, maybe even decades. Your savings are growing. You've got a plan. Life feels pretty solid. Then ...

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 ...

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 ...