When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get ...

Beneficiaries of traditional bank accounts inherit the funds upon the owner's death. You can designate a beneficiary at any time by providing their personal information. Reviewing and updating your ...

If you’ve ever opened an IRA, CD or brokerage account — or bought an annuity, life insurance policy or shares of a mutual fund — you’ve been asked to name a beneficiary, or a person who will inherit ...

An individual retirement account (IRA) can be a significant estate asset. How the account is handled depends on whether a beneficiary is named, who that beneficiary is and which distribution rules ...