You've clocked out of work for the last time, and you're ready to kick off your retirement in style. Umbrella drinks, catching up on your hobbies, and … what's that? Hold on, there's someone at the ...

When you live in America, one thing you've likely come to accept is the tax system. There are taxes on your income, products ...

As you transition into retirement, your financial landscape can shift dramatically. For some, gone are the days of a W-2 and relatively straightforward tax returns. Retirement brings a complex mix of ...

While most Americans look forward to a retirement filled with relaxing moments, accountants warn that unless you’re prepared, the months leading up to April 15 may feel very different. April 15, ...

Distributions from retirement savings accounts and Social Security income are taxed differently in most states. Even in states that do tax retirement income, it’s possible that senior residents will ...

The transition to retirement — going from a steady paycheck to living on a fixed income or pension — can be difficult to navigate. In addition — with inflation, tariffs and potentially soaring rates — ...

It’s been said that only two things in life are certain: Death and taxes. So, when choosing where to retire in the U.S., state taxes may come to mind. While some states have no income taxes, they may ...

Your state's taxes will have a significant effect on how far your money goes in retirement. Many of the top retirement states don't have Social Security benefit taxes, estate taxes, or inheritance ...

Saving enough money for retirement is a primary concern when it comes to financial planning for Americans. However, it’s also vital to consider long-term capital gains taxes, or the amount you’ll pay ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of exceptions—including some new ones. Here’s the latest. One source Americans consider ...

Most people understand that paying taxes is just part of living in a civil society. Still, forking over this money is a drag. Never even mind the fact that it's money you could personally put to ...