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 ...

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 ...

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 ...

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 ...

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 ...

Once you have identified your target separation date, your retirement process should include: The Pre-Retirement Package One year prior to your retirement date, you will receive a pre-retirement ...

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 ...