What Is Form 1099-R: Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans? Form 1099-R: Distributions From Pensions, Annuities, Retirement, or Profit-Sharing Plans is an Internal ...

Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

The Office of Personnel Management (OPM) announced last week that it will roll out a new “paperless” retirement application for use across the federal government next month. This initiative is part of ...

What Is Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts? Form 5329 is an attachment to the federal income tax return that must be filed by taxpayers who ...

About two months ago, I got a question from a reader that I had never received before. (And believe me, that is unusual. I thought there wasn’t a single Social Security-related question I haven’t been ...

Tom Hanks, playing Jim Lovell in Apollo 13, used this modified version of the astronaut's famous quote, "Houston, we have a problem!" I wonder if these words have been spoken at the Office of ...

Right now, thousands of federal retirees across the United States are waiting on the Office of Personnel Management to approve their retirement applications. Wait times — which can be monthslong, and, ...

The online application form is asking me about my anticipated earnings in 2018. It also asks how much I will make per month. I work as an airline pilot and I make about $20,000 per month. So I will ...

The retirement of legacy applications is one of the biggest hurdles organizations encounter as they transition to the cloud. Legacy applications are old software solutions that can be expensive to ...