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 ...

It may seem obvious, but the first step is to create a filing system for any hard copy retirement documents you may have. Ameriprise recommended designating a special binder to hold all bills and ...

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 ...

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 ...

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.

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 ...