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 ...

Do you know what the most important part of your retirement account is? The answer might surprise you! If you were asked today to pull out the beneficiary form for each of your financial accounts, ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. A beneficiary check up is an important part of your regular financial ...

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 ...

We are receiving more calls about inherited IRAs from advisors than ever before. The first thing we ask is: Where’s the beneficiary form? … and then uh oh ... silence! Processing Content Checking the ...

Before you dash off your spouse's name, or put Junior's Social Security number on the dotted line, make sure you're not making any of these mistakes. Naming beneficiaries should be the easiest task ...

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 ...