Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...

Retirement plan sponsors need to utilize updated Form W-4P (for periodic pension and annuity payments) and new Form W-4R (for nonperiodic payments and eligible rollover distributions) for income tax ...

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 ...

Retirement planning is a long game that requires consistent saving and intentional investing — and a working knowledge and understanding of your federal benefits. Wherever you are on your retirement ...

Last week, we looked at three former federal employees who all made the same error when completing form RI 92-19, FERS Application for Deferred or Postponed ...

The military's reserve components now issue departing reservists a new standard service record that summarizes their periods of active and inactive service as well as their "points" earned toward ...