There are currently 41 states and Washington, D.C. that do not tax Social Security benefits. The remaining nine states that do are: Colorado, Connecticut, Minnesota, Montana, New Mexico, Rhode Island, ...

If you’re thinking about taking money from your 401(k) — maybe you need extra funds or you’re getting close to retirement — taxes might be on your mind. A 401(k) is usually a great tool for lowering ...

Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to ...

Remember that as you get closer to retiring, your retirement portfolio should be less risky. Consider safer investment ...

Saving for retirement often comes with an upfront tax break when funneling money into pretax accounts. But it's also critical to manage taxes on future withdrawals, experts say. If you don't need the ...

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states ...

The tax implications of retirement savings withdrawals can be complex, but understanding a few basic principles can help retirees avoid costly mistakes. Having a well-considered retirement withdrawal ...

Withdrawing from your 401(k) or IRA may indirectly affect your Social Security benefits. Learn how to manage your retirement ...

Discover the tax benefits and withdrawal flexibility of Roth IRAs for retirees, including contributions, tax-free earnings, and strategies for passing wealth to heirs.

One way to keep your retirement healthcare costs under control is to make smart Medicare decisions. But whether you're ...

A third of Americans’ financial assets are held in retirement plans, according to data from the Investment Company Institute. In September 2024, those accounts represented more than $42 trillion in ...