“As a starting point, you’ll need to estimate your retirement expenses,” said Rita Assaf, vice president of retirement ...

Forbes contributors publish independent expert analyses and insights. Joel covers retirement strategies to help plan your financial future. The transition to retirement means different things to ...

Social security payments, including Supplemental Security Income (SSI) and benefits for retirement, disability and survivors, ...

Generally, for a tax qualified retirement plan to be adopted, the plan document must be signed and dated by the sponsoring employer and retained. However, in Val Lanes Recreation Center Corp. v.

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 ...

Your 50s are when retirement planning stops being something you’ll deal with “someday” and becomes something you need to handle right now. I asked ChatGPT what the smartest moves are for people in ...

COLUMBUS, Ohio -- Retired Ohio public educators haven’t received a cost-of-living adjustment for the past five years. Unsatisfied with the pension system’s answers as to why, a group of teachers hired ...

Accounting firm M&A deals often involve complex tax issues, and it’s important to understand their implications before undergoing negotiations and diligence so that you aren’t caught off-guard or have ...