We asked the Claude AI assistant for advice on dividing 401(k)s during a "gray divorce." While the answer was "concise and ...

“As a starting point, you’ll need to estimate your retirement expenses,” said Rita Assaf, vice president of retirement offerings at Fidelity. Take a look at your bank statements, see what your current ...

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 ...

The Wall Street bank’s model assumes a 5% annual gross savings rate, a pre-retirement portfolio of 60% equities and 40% bonds ...

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 ...

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.

A carefully devised estate plan allows for peace of mind. Most people can't wait for retirement, and even more would likely opt for some form of early retirement if they had the opportunity. Whenever ...

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 ...