A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...

Want to make things easier for your loved ones? Find out how naming a bank account beneficiary can simplify the access to your funds after you’re gone.

U.S. President Donald Trump imposed new fees on H-1B visas on Friday as part of his wide-ranging crackdown on immigration.

Dear Mr. Premack: A large part of my estate, if I were to pass away now, is contained in my IRA account. My total estate would fall below the amount for federal tax exemption. Since the money in the ...

Dear Liz: I was perplexed by your column in which you pooh-poohed pay-on-death and transfer-on-death accounts in favor of trusts. But you gave no specific explanation. Rather, you said trusts ...

Historically, Social Security numbers (SSNs) have been used as an identifying number for the Social Security Administration (SSA), Medicare, and other organizations. But in recent years, concerns have ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. MoMo Productions / Getty Images Your 401(k) could be one of your ...