The right type of investment account will accommodate your savings goals, investing style and account ownership wishes. Many, or all, of the products featured on this page are from our advertising ...

No one wants to pay more tax than they owe. Building a tax-efficient retirement paycheck means weighing options, running ...

Most retirement accounts offer a beneficiary option, whereas you would use a TOD for a brokerage or other non-retirement investment account. When you use a TOD designation, you specify who will ...

Some non-spouse beneficiaries ... can also offer the opportunity for higher returns. While individual retirement accounts (IRAs) and 401(k)s cannot be shared between spouses, the spousal IRA ...