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 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 ...

Adding an annuity to your financial plan is something you might consider if you’re hoping to generate additional streams of income for retirement. Annuities are contracts that allow you to exchange a ...

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.

The Social Security Administration has finally announced 2026 COLA after postponing the news due to a government shutdown. Is ...