Seven documents stand between your family and chaos. Learn what they are, why they matter and how to get them done this week.

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 ...

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 ...

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 ...

One of the major things that plan sponsors forget about their retire- ment plans is the plan document. ERISA (the Employee Retirement Income Security Act of 1974 for those scoring at home) requires ...

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 ...

It’s 2018. Do you know what your IRA beneficiary forms say? Have you appointed someone as agent under a financial power of attorney? It’s easy to overlook such details. But reviewing retirement ...

Advance-planning documents can help ensure that all your financial and medical wishes are carried out to the letter. This is especially important when Alzheimer's disease and dementia come into play.

Keeping tracking of finances can be complicated, especially as you get older and your portfolio grows more complex. Further, when retirement comes, the last thing any retiree wants is confusion and ...

Send submissions to CC:PA:LPD:PR (REG-147310-12), Room 5205, Internal Revenue Service, P.O. Box 7604, Ben Franklin Station, Washington, DC 20044. Submissions may be hand-delivered Monday through ...

In an effort to convince a top employee to delay retirement, Newport-Mesa Unified School District paid him at least an extra $274,000 into a tax-sheltered retirement account over the past six years, ...