Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and ...

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

You will need patience and persistence, and a belief that your stepgrandmother kept her word and did indeed add you as a beneficiary.

A five-step process for making the claim process go smoothly.

Responding to a recent call from a financial advisor in New Jersey, the ERISA consultants at the Retirement Learning Center (RLC) address a question on how long a plan sponsor needs to retain records ...

The government shutdown has raised lots of questions about the retirement process, and retirement benefits, for federal ...

Providing full-service wealth management means giving clients access to our team and our internal team of specialists for one ...

A decade after same-sex marriage became legal nationwide, LGBTQ+ couples still face unique challenges—from lagging retirement ...

Concerns over the Lee Jae-myung government’s third real estate policy, the ‘October 15th Measures,’ are intensifying. The ...

Non-registered accounts held individually can lead to frozen funds and probate fees. Learn how joint accounts can protect ...

Arsenal star Bukayo Saka has been advised to follow Harry Kane's example amid a slump in form following a nightmare run with hamstring injuries. The England star has struggled to build up any proper ...