Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

There are no time limits, but there's still no reason to delay a claim Fact checked by Vikki Velasquez Life insurance ...

When you think of estate planning, most people think about getting their wills and trusts in order. But for many investors, their IRA or 401(k) beneficiary designation form will control the ...

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 ...

Three affiliates of a medical billing service can proceed with a third-party beneficiary claim in a breach of contract lawsuit between their parent and a medical software company, the Delaware Court ...