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 ...

A beneficiary designation is a document — usually a simple form — that tells a financial institution or insurance company who ...

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 ...

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, ...

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 ...