I've handed in my retirement notice and now the reality is hitting me. How can I prepare for the rest of my life, especially ...

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 ...

Retirement planning is a long game that requires consistent saving and intentional investing — and a working knowledge and understanding of your federal benefits. Wherever you are on your retirement ...

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 ...

Philip Herzberg, a Lead Financial Advisor at Team Hewins, explains what you need to know about Form 1099-R, Form 5498, Form 1099, and Form W-4. Read 4 tax forms retirees need to gather and examine ...

“Experience is the worst teacher. It always gives the test first and the instruction afterward.” This is a quote by Vern Law who played 16 seasons pitching for the Pittsburgh Pirates baseball team.

The 2023 tax reporting season is upon us! Before filing your taxes, it’s time to gather all the information you need to prepare your return. Here are essential planning insights for some important IRS ...

Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...

As background, changes made by the Tax Cuts and Jobs Act in 2017 required the IRS to revise the withholding tables and develop new forms to use to withhold taxes from periodic payments. As we near the ...