Before completing the 2020 Form W-4, please read the instructions that are included with the form. You must complete Steps 1 and 5. Steps 2, 3, and 4 are optional, but completing them will help ensure ...

Managing tax withholding in retirement requires more attention than during your working years, but with proper planning, it becomes a manageable part of your financial routine.

How you fill out Form W-4 determines how much your employer withholds for taxes. You need to get it right so you don’t end up overpaying or underpaying.