Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

A beneficiary receives some or all of your money, property or other assets when you pass away. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

If one of your beneficiaries dies before you do, per stirpes can ensure their share of your estate goes to their kids. Many, or all, of the products featured on this page are from our advertising ...

Naming your trust as the beneficiary of your IRA could have terrible tax consequences. This single fact does not mean you should never name a trust as the beneficiary of your IRA or other retirement ...