FinanceBuzz on MSN

12 critical retirement documents to update every January

January is a wise time to review key documents like wills, beneficiary designations, and insurance policies. Here's a ...
Forbes

SECURE 2.0 Helps You Shift From Taxable To Tax-Free Savings— But Your Employer Must Change Retirement Plan Documents To Allow The Option

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 ...
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5 Tips To Organize Your Finances in Retirement

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 ...
Government Executive

The unplanned retirement dilemma

Many of you may be mulling whether or not to leave federal employment under the Jan. 28 “Fork in the Road” offer from the Office of Personnel Management. If you are eligible for retirement, you may ...