Naming someone who will inherit your brokerage account after you pass away can be a smart estate-planning move. Here's how to do it.Image source: Getty Images. Stock investors know that a brokerage ...

High and persistent inflation over the past couple of years has caused interest rates to rise, and while that's made borrowing costs more expensive, it's also helped savers earn a higher return on ...

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

Banks and other financial institutions don’t automatically ask account holders to designate a beneficiary, so it can be easy to forget or postpone adding a beneficiary until it’s more convenient. But ...

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 ...

Key Takeaways 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 ...

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 ...

Primary beneficiaries inherit first; they are often spouses but can be anyone you choose. Contingent beneficiaries receive assets if primary beneficiaries have died or can't be located. Consider ages ...

A newly acquired individual retirement account (IRA) is good financial news for the recipient, but clients may need help unraveling the host of rules and requirements regulating how and when ...

Beneficiaries receive assets without probate when named in trusts or insurance. Immediate designation of beneficiaries ensures asset transfer according to wishes. Types of beneficiaries vary, ...