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 ...

Filing taxes as a retiree can feel overwhelming, but understanding key tax forms is crucial to managing finances effectively. Whether you're drawing Social Security, working part-time, or living off ...

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 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 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 ...

Over the years, when I have counseled federal employees who are completing their retirement applications and getting ready to transition from employee to annuitant, there are some important reminders ...