Most people name a spouse, child, or close relative as the beneficiary on a retirement account or life insurance policy and assume the job is done. What they don’t realize is that the choice directly ...

Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial ...

A spousal beneficiary rollover is a transfer of assets to a surviving spouse from a deceased spouse's retirement accounts. It ...

Social Security recipients can boost benefits by up to 8% annually by delaying claims until age 70. Smart retirement planning ...

A recent decision from the US Court of Appeals for the Seventh Circuit involving the retirement plan account of a deceased participant usefully illustrates the importance of following plan procedures ...

A big change is coming, and there are still many details to work out.