Tax Forms Retirees Need to Know About, Options Greeks Explained, Is The Stock Market Open on Presidents Day?

10 Tax Forms Most Retirees Receive and What They Mean | If You'd Put $1,000 Into IBM Stock 20 Years Ago, Here's What You'd Have Today | Is the Stock Market Open on Presidents Day? Created for {EMAIL} | [Web Version]( February 16, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( [SIGN UP]( ⋅ [WEBSITE]( [] Top Story [] [10 Tax Forms Most Retirees Receive and What They Mean]( [10 Tax Forms Most Retirees Receive and What They Mean]( (Getty Images) The tax forms have started arriving, increasingly by email. Most either put everything in a folder and hand it over to an accountant or upload it to TurboTax and hope for the best, writes financial planner Evan T. Beach. Knowing what you’re getting and why it is important will ensure that you or your tax preparer have what’s needed to file your taxes. [Here are the most common tax forms retirees should be receiving](. [] Tech Stocks [] [If You'd Put $1,000 Into IBM Stock 20 Years Ago, Here's What You'd Have Today]( [If You'd Put $1,000 Into IBM Stock 20 Years Ago, Here's What You'd Have Today]( (Getty Images) The International Business Machines Corporation (IBM) is closely associated with the rise and dominance of the American technology industry over the course of the 20th century. As time progressed, Big Blue began to fall. The result? [Shares in this long-time Dow stock have been a major disappointment for decades](. [What Should I Do With My 401(k) When I Switch Jobs?]( You've worked hard to save money in your 401(k) or 403(b) and if you're like most Americans, you're likely to change jobs (and employers) multiple times during your career. There are a few different options you can take with your 401(k) when you switch jobs. [READ MORE]( ADVERTISEMENT [] In Case You Missed It [] [Is the Stock Market Open on Presidents Day?]( [Is the Stock Market Open on Presidents Day?]( (Getty Images) Washington's Birthday became a federal holiday in 1879 and was celebrated on February 22 until 1970, when it was moved to the third Monday in February. The three-day weekend marks the third federal holiday of this year, honoring all those who have served as president of the United States. But will the markets be open? [Find out here](. [] Successful Estate Planning [] [Five Financial Changes That Happen When Your Spouse Dies]( [Five Financial Changes That Happen When Your Spouse Dies]( (Getty Images) As if losing your spouse isn’t bad enough, the transition often comes with a dizzying amount of financial change. Some of these changes could catch surviving spouses by surprise, so [it’s a good idea to know what to expect in case something happens](. [Have This Much Money? You May Want a Financial Advisor]( Money can't buy happiness, but research finds that if you have this much in household assets, hiring a financial advisor could help heighten your satisfaction levels. Just how much money do you need? [LEARN MORE]( ADVERTISEMENT Featured Content Sponsored Content from Kiplinger Personal Finance Magazine [Build wealth. Cut taxes. Retire rich.]( Get a [FREE ISSUE]( of Kiplinger Personal Finance magazine, and save up to 74% to subscribe. Includes special issues such as Investing Outlook, Retirement Planning, Mutual Fund Roundup, and Guide to ETFs. Count on Kiplinger for trustworthy help to make more money, keep more of the money you make, and live a financially secure life. [CLICK HERE]( [] Investing [] [Options Greeks Explained]( Options Greeks can be used to measure how an option's price may change over time and knowing how they work can help mitigate portfolio risk. [Read More]( [] Banking [] [How to Find the Best Jumbo CD Rates]( Depending on how much cash you're looking to invest, you could be eligible to open a jumbo CD account. A jumbo CD account is practically the same as a regular CD account, with one main difference — it requires a higher minimum deposit to open. Bigger deposits tend to command a higher APY. We can point you to jumbo CDs. [Read More]( [Is your money working hard enough?]( It should be! Learn how Betterment's automated investing and savings technology can make your money hustle, while you don't. [LEARN MORE]( ADVERTISEMENT ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. 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