I need a list of questions to ask my financial advisor about my 401(k) to understand its performance and ensure my long-term financial strategy aligns with my retirement goals. I am 86 years old, retired, and live on Social Security and my 401(k), which also contributes monthly. I have no dependents but want to ensure my financial advisor is managing my account in a way that will keep me financially secure until I pass away.

January 20th, 2023

What does 'required distribution' mean for the distribution section of Form 1041 (Schedule B, Line 9), and can I use this term to record distributions to beneficiaries if the courts aren't actively overseeing probate?

March 30th, 2024

I retired from the USPS on December 29 and have misplaced my 2023 W-2. Who do I contact to get a copy sent to me?

November 13th, 2023

I am printing my Income Tax Return but I don't know where to find my Schedules A, B, and C to complete my Electing under Section 217 of the Income Tax Return. I am a non-resident of Canada and have not had anything to add on these schedules in the past.

November 17th, 2024

I moved from New Jersey to Colorado this year and need to file taxes for both states. I am going to AARP for assistance and need to know if I can get the necessary New Jersey tax forms online.

September 7th, 2023