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 ...

The transition to retirement means different things to different people as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this ...

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 ...

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 ...

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 ...