The Office of Personnel Management (OPM) announced last week that it will roll out a new “paperless” retirement application for use across the federal government next month. This initiative is ...

Form 1099-R is used to report distributions from annuities, profit-sharing plans, retirement plans, IRAs, insurance contracts, or pensions. Anyone who receives a distribution over $10 should ...

The retirement application must be a complete, ... When a married applicant elects less than full survivor benefits, a spousal consent form (SF 2801-2 or SF 3107-2) must be submitted.

Dana Anspach, the president of Sensible Money, describes how to avoid the seven most common Form 1099-R mistakes.

The Office of Personnel Management announced last week that it will roll out a new “paperless” retirement application for use across the federal government next month. But experts warn the ...

Keep year-end statements for any retirement account. You don’t have to keep all 12 monthly statements, if the December statement summarizes everything. Form 5498.

As retirement age approaches, understanding Social Security benefits is crucial for a stable financial future. ... One of the most useful tools to comprehend these benefits is the SSA-7004 form.

Taxpayers born before Jan. 2, 1955, are eligible to file Form 1040-SR. The 1040-SR makes it easy to report retirement income from Social Security, pensions and retirement account withdrawals.