After a lifetime of work and saving, you finally made it to retirement and managed to squirrel away a significant nest egg to ...

Your tax return could hold clues to several missed opportunities and important gaps in your retirement planning.

While top priorities for the incoming Trump administration include tax reform and deregulation, industry officials are also awaiting more changes related to retirement policy, including Secure 2.0 ...

When building your nest egg, you have several places to put your savings, the most common being traditional 401(k) plans and ...

Question: I am a 76-year-old widower who is retired school teacher. My Social Security and retirement income is fixed ...

SEPP can be a lifeline for those aiming to retire in their 40s or 50s – a goal for many in the FIRE (financial independence, ...

Self-employed people must shoulder the full 12.4% tax, though they get to claim a deduction on their income tax return for ...

Tax-advantaged accounts offer powerful tools for individuals looking to maximize their savings, especially for retirement, ...

For most of us, a comfortable retirement was the ultimate dream — the pot of gold at the end of a rainbow marking a long, and ...

Retirement income isn't taxed in 13 states — meaning residents can avoid paying taxes on distributions from their 401(k), IRA and pension payouts. In even more states, Social Security payments ...

Texas has a 6.25% state sales and use tax. Per the Texas Comptroller, local taxing jurisdictions (cities, counties, ...

Maximize retirement savings with an HSA. Learn how tax-free growth and withdrawals for medical expenses can make HSAs a ...