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 ...

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 ...

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 ...

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 ...

401(k) accounts don’t automatically transfer when employees change jobs. Options for handling old 401(k) funds include rolling them over into an IRA or a new employer’s plan. A plan provider, such as ...