A will, power of attorney, health care directive and an information document are some of the important papers clients should prepare as part of their retirement and estate planning, a CFP writes at ...

The transition to retirement means different things to different people as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this ...

Congressman Morgan Griffith led a bipartisan letter signed by 47 members of Congress in support of preserving paper options for retirement documents. The letter, sent to the Office of Information and ...

It’s 2018. Do you know what your IRA beneficiary forms say? Have you appointed someone as agent under a financial power of attorney? It’s easy to overlook such details. But reviewing retirement ...

You've done everything right. You've been diligently contributing to your retirement accounts for years, maybe even decades.

Advance-planning documents can help ensure that all your financial and medical wishes are carried out to the letter. This is especially important when Alzheimer's disease and dementia come into play.

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 ...

Keeping tracking of finances can be complicated, especially as you get older and your portfolio grows more complex. Further, when retirement comes, the last thing any retiree wants is confusion and ...

Send submissions to CC:PA:LPD:PR (REG-147310-12), Room 5205, Internal Revenue Service, P.O. Box 7604, Ben Franklin Station, Washington, DC 20044. Submissions may be hand-delivered Monday through ...

Learn how to safeguard your retirement assets during divorce by understanding asset division rules and pension payouts. Plan ahead to protect your financial future.