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 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 ...

Planning for retirement is one of the most significant decisions in a person's life. As the retirement age draws near, understanding the benefits of Social Security becomes crucial to ensure a stable ...

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 ...

Retirement is interesting to look at because it represents a time of transition in individuals’ social networks. For most people, retirement involves a sudden shift from full-time work to full-time ...

Forbes contributors publish independent expert analyses and insights. Matthew Roberts is a tax attorney who covers tax litigation and fraud. As the world grows smaller, U.S. citizens and residents ...