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 milestone ...

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 part of ...

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 ...

In last week’s column, we looked at the basic steps to take in filing your retirement application. But in addition to the standard forms, you may need to include additional documents with your ...

The California Public Employees Retirement System (CalPERS) offers a defined benefit retirement plan. It provides benefits based on members’ years of service, age, and final compensation. In addition, ...

Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

About two months ago, I got a question from a reader that I had never received before. (And believe me, that is unusual. I thought there wasn’t a single Social Security-related question I haven’t been ...