January is a wise time to review key documents like wills, beneficiary designations, and insurance policies. Here's a ...

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 ...

Review these key documents to ensure you get the most from Social Security benefits and avoid costly mistakes that could reduce your monthly income.

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 ...

SECURE 2.0 improves Roth retirement options, including allowing employer matching contributions direct to a Roth retirement plan and delays Required Minimum Distributions (RMDs) for many. On December ...

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 ...

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.

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 ...

Tenured or tenure-track faculty members may request to work 50% time for a maximum of three years. This option does not include a final semester free from teaching, but the university continues to pay ...