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 ...

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 ...

Per Administrative Policy Statement (APS) 5016 Faculty Retirement Agreements, “The faculty member is only eligible to retire once their combined age and years of service total at least 70.” ...

A reporting tool that will prepare Form 8881 “Credit for Small Employer Pension Plan Startup Costs” for tax professionals has been released by Gusto & Guideline. And it works!

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 ...