Naming beneficiaries is the easiest way to make sure your loved ones receive your retirement account with the least hassle ...

Dear Liz: I was perplexed by your column in which you pooh-poohed pay-on-death and transfer-on-death accounts in favor of trusts. But you gave no specific explanation. Rather, you said trusts ...

Naming a beneficiary (or co-beneficiaries) to your retirement account may feel like small potatoes, a minor administrative task. However, failing to ensure a beneficiary is named can lead to ...

Barclay Palmer is a creative executive with 10+ years of creating or managing premium programming and brands/businesses across various platforms. Ebony Howard is a certified public accountant and a ...