Michigan is a top choice for retirees. Enjoy low taxes, breathtaking scenery and abundant outdoor recreation.

As with an IRA, you have until April 15 to make a 2024 contribution. For the 2024 tax year, individuals can contribute up to ...

The Beatles struck a chord in more ways than one with their 1966 song "Taxman." Its lyrics included the lines: Let me tell ...

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

With only two weeks remaining in the 2024/2025 tax year, taxpayers have a final opportunity to maximise their tax-deductible ...

If retiring cold turkey isn’t for you, consider a phased retirement that lets you scale back at work and ease into retirement ...

The saver’s tax credit helps people who earn modest incomes save more for retirement. Learn whether you qualify for it and the advantages it can provide.

A cheat sheet for issues related to capital gains, dividends, cryptocurrencies, inheritance and more.

Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on ...

Being single may have plenty of benefits but it could leave you with a retirement shortfall. But even as a single person, ...