I don't know anyone, other than my tax accountant, who enjoys tax season. And even they are happy when it's finally over. Completing your taxes is a relief, but it can also be a major trigger event.

U.S. retirees should consider each state’s overall tax picture, including state income tax, Social Security tax, pension and ...

The time of year when you retire can significantly impact your taxes. Say you decide to retire on July 1. For the first six ...

It's important to know how common sources of retirement income are taxed.

A 62-year-old federal retiree wrote into The Retirement and IRA Show with a question many retirees ask: Should I accelerate ...

I recently attended a retirement seminar at a local community college where the instructor talked about potentially higher tax rates in retirement due to the new RMD age. I have been under the ...

Even without a tax hike, retirees face higher taxes from forced withdrawals, Medicare penalties, and taxable Social Security. BENTONVILLE, AR, UNITED STATES, January ...

The tax bill hiding inside retirement savings is bigger than many Americans realize. Millions who built large 401(k) and IRA balances may face higher taxes in retirement than expected. Financial ...

Why share the wealth with the IRS when you don't have to?