This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Tuesday, June 11th. I'm J.R. Whalen ...

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...

You've done everything right. You've been diligently contributing to your retirement accounts for years, maybe even decades. Your savings are growing. You've got a plan. Life feels pretty solid. Then ...

You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The ...

Pension savers are being encouraged to switch beneficiaries on their pension paperwork now to protect their retirement pot from inheritance tax for the next 16 months. When someone starts saving into ...

The way your pension is passed on to your loved ones is set for a shake-up. Here is what you need to know about who inherits ...