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 ...

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

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 ...

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 ...

Basic Plan Document - Fidelity 403(b) Pre-Approved Plan(pdf) Faculty, Professional and Administrative Staff -Adoption Agreement Fidelity Basic Document #1 56066 (pdf) Nonexempt Employee, - Adoption ...

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 ...

Wealth Enhancement reports that AI can aid retirement planning by organizing information and clarifying concepts but ...

SECURE 2.0 improves Roth retirement options, including allowing employer matching contributions direct to a Roth retirement plan and delays Required Minimum Distributions (RMDs) for many. On December ...