Retirement usually means an end to your days in the workforce, but for most people, taxes last the rest of your life. You ...

The dullest retirement income source can sometimes be the secret ingredient to a successful retirement plan. A vanilla ...

Tax season is upon us once again, and while many Americans can look forward to a refund in the coming weeks, that's not the ...

Every state taxes retirement income a bit differently. More often than not, the way retirement income is taxed can impact a ...

A cheat sheet on funds.

Retirement account withdrawals and earnings from a job may not be the only taxable income you have, either. The federal ...

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

If you're currently receiving or soon will be receiving Social Security retirement benefits, here's what to know about which states may tax you.

Discover the basics of how the IRS tax refund works. Learn strategies for maximizing them and tips on how to use them wisely.

Eliminating taxes on Social Security benefits would provide current beneficiaries with thousands more dollars but could cause ...

Where you decide to live in retirement can affect the kind of life you lead after you've left the 9-to-5. While most states don’t levy state income taxes on your Social Security benefits ...

New York is one of twelve states that has a separate estate tax. New York’s estate tax exemption is lower than the federal ...