The military's reserve components now issue departing reservists a new record that summarizes their periods of active and ...

Complete retirement forms ahead of time and review. If available, set up pre-retirement counseling to ask questions, review your estimated benefits and learn how your agency processes your retirement.

Retired? Before you can file tax returns, you need to gather all the forms received from your retirement plan, bank, brokerage or mutual fund firm.

It’s tempting to reach for the trash can or the shredder with a stack of old retirement account documents, but you and your heirs could be in for trouble. The beneficiary form you fill out when ...

IRS Form 1099-R: What every retirement saver should know This tax form plays a vital role in handling distributions from IRAs, 401 (k)s, and other retirement accounts.

Image source: IRS. Will I receive IRS Form 1099-R this year? Financial institutions that hold IRAs and other tax-favored retirement accounts must file Form 1099-R if they made distributions of $10 ...