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 ...
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15 essential documents all retirees must have in order
Secure your future with our essential checklist. Discover the key documents every retiree needs for peace of mind and a comfortable, prosperous retirement.
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 ...
When dealing with the Social Security Administration (SSA), understanding the necessary documentation is key to a smooth application process. Whether you're applying for retirement benefits, ...
The Office of Personnel Management wants to convert its retirement-related documents into electronic form, but it's no small task: There are about 8 million pages to be digitized. As part of a ...
Throughout this year of VERA, VSIP, RIF, DSR, and the new one, DRP 1.0 and DRP 2.0, many employees are trying to hurry up and learn what it takes to retire. This is an update to an article I wrote ...
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