When filing taxes, it’s important to make sure you’re reporting all of your income correctly. That includes making note of early distributions from qualified retirement plans or other tax-favored ...

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 ...

It’s tempting to reach for the trash can or the shredder with a stack of old retirement account documents, but you and your heirs could be in for trouble. The beneficiary form you fill out when you ...

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, ...

If you are saving for retirement with an individual -retirement- arrangement, you receive Form 5498 annually. Your Individual Retirement Account needs to report your contribution to the IRS during the ...

Once you have identified your target separation date, your retirement process should include: The Pre-Retirement Package One year prior to your retirement date, you will receive a pre-retirement ...

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 IRS has issued a new "forever" form for taxpayers who took early distributions related to COVID-19 from their qualified retirement accounts in 2020. "Form 8915-F is a forever form" and replaces ...

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 ...

More Americans are turning 65 in 2025 than any year before. That trend is set to continue through 2027. As millions of ...

The Central Government has recently introduced a new Single Pension Application Form 6-A for retired employees to submit their pension claims. Beginning November 16, 2024, this form can be filled out ...