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

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

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 ...

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

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

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 ...

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

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

If you're reinvesting your RMD, you can't put that money back into a tax-deferred account like a 401 (k) or traditional IRA.

Alabama is a relatively tax-friendly state for retirees, but if you’re considering part-time work or maintaining some ...

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