Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

As we get older, some of us may start wondering about which states will tax our retirement income and which states won't.

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

Use RMDs wisely: reduce taxes, donate via QCDs, fund a Roth conversion, time withdrawals strategically, or reinvest if ...

There’s an inherited IRA rule change for 2025 that could trigger a 25% tax penalty for certain heirs. Here’s what investors ...

A long and active retirement may be costly — and may even bump you into a higher tax bracket. Paying some taxes on your ...

Filing your taxes early can get you your refund faster. You'll have more time to plan how you'll pay your taxes if you ...

Some people have very high hopes. People like the writer in today’s letter drawn from the Reddit mailbag, for example. Our ...

If you're charitably inclined, using a qualified charitable distribution, or QCD, is a great way to reduce your RMD. Instead ...

Joining me now on set, we've got the host of Yahoo Finances Decoding Retirement podcast, Bob Powell. Bob, let's talk about financial planning for your golden years, particularly around taxes ...

Form 1099-K reporting, Social Security, unemployment benefits, filing for an extension, borrowing and making distributions ...

California is the only state that doesn’t allow any tax exemptions on military retirement income. New bills aim to do that, ...