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 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 ...

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

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.

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.

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.

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 ...

This form allows you, as an employee of the Pension Insurance of the General Social Security Scheme, to apply for the progressive retirement. You must attach to your application the following ...