Retirement plan sponsors need to utilize updated Form W-4P (for periodic pension and annuity payments) and new Form W-4R (for nonperiodic payments and eligible rollover distributions) for income tax ...

Why Should I Invest in my Retirement? Financial planners estimate that you'll need between 70-90% of your pre-retirement income to live comfortably in retirement. Retirement income is typically made ...

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 ...

Throughout this year of VERA, VSIP, RIF, DSR, and the new one, DRP 1.0 and DRP 2.0, many employees are trying to hurry up and learn what it takes to retire. This is an update to an article I wrote ...