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 ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

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 ...

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 ...

Naming someone who will inherit your brokerage account after you pass away can be a smart estate-planning move. Here's how to do it.Image source: Getty Images. Stock investors know that a brokerage ...