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

Strategizing to minimize taxes before taking reitirement acount withdrawals can make a significant difference in take-home ...

Many high-income earners find themselves at a crossroads when it comes to optimizing their financial strategies for the ...

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 ...

My Social Security and retirement income is fixed at about $5,600 per month. I have lived in Edmonds, Wash. for 49 years, and ...

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

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

There's a benefit to saving for retirement in a 401(k) over an IRA. With a 401(k), you get the ability to contribute a much ...

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 ...

Discover smart tax-saving strategies for the upcoming year. Learn how to maximize your deductions, minimize your tax burden, ...

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 ...