If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 ...

Most people dream of spending their retirement savings on relaxing, enriching and gratifying activities. Few, if any, dream of using their retirement savings to pay unnecessary taxes. Yet those who ...

Making your savings last through retirement can be complex in practice, but it really all comes down to your income vs.

“Barring Congressional Action, tax rates are set to revert to pre-Tax Cuts and Jobs Act levels at the end of 2025.” I scribbled out that same general line on numerous occasions since the TCJA was ...

It’s been said that only two things in life are certain: Death and taxes. So, when choosing where to retire in the U.S., state taxes may come to mind. While some states have no income taxes, they may ...

A traditional 401 (k) used to be the standard for retirement savings, but the Roth 401 (k) has surged in popularity in recent ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. MoMo Productions / Getty Images You’ve spent decades building your ...

Some might be surprised to learn their Social Security benefits are taxable in retirement. After all, you pay Social Security taxes on your wages while you work, and then when you retire, you might ...

Most people understand that paying taxes is just part of living in a civil society. Still, forking over this money is a drag. Never even mind the fact that it's money you could personally put to ...

Distributions from retirement savings accounts and Social Security income are taxed differently in most states. Even in states that do tax retirement income, it’s possible that senior residents will ...