Retired and wondering what tax documents you need? Use this checklist of the 13 most common tax documents retirees need to file accurately and avoid headaches.

January is a natural reset point. Annual statements go out, Medicare plans reset, and tax season looms. It's also a smart time for retirees and near-retirees to review the documents that outline ...

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 ...

It’s 2018. Do you know what your IRA beneficiary forms say? Have you appointed someone as agent under a financial power of attorney? It’s easy to overlook such details. But reviewing retirement ...

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 ...

Financial experts warn that one overlooked retirement document can completely derail your intentions for your estate: Beneficiary designation forms. This comes as the Pew Research Center reported that ...

Based on numerous requests for plan documents from public agency clients, we know that many cannot find complete sets of their historical and current retirement plan documents that are properly ...