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

Matt Richardson is the senior managing editor for the Managing Your Money section for CBSNews.com. He writes and edits content about personal finance ranging from savings to investing to insurance.

Banks and other financial institutions don’t automatically ask account holders to designate a beneficiary, so it can be easy to forget or postpone adding a beneficiary until it’s more convenient. But ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

Discover if a single 529 plan can work for multiple children or if separate plans are necessary to avoid administrative challenges.

Steps to make sure your life insurance pays out efficiently to the people you want to support Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance staff ...

IRS announces extended penalty waiver for certain inherited retirement account beneficiaries if they miss taking an RMD in 2023 that would have been necessary under the 2022 proposed guidance. A few ...

A Roth IRA doesn’t have required minimum distributions unless it’s inherited. Withdrawal options vary depending on your relation to the deceased. Consult a tax professional before making decisions ...

Time to catch up on some of the questions that readers have sent in. Q: I've read that you can add a payable on death beneficiary to a car title. I've gone to the BMV website but I can't find a form.