Although Colorado taxes Social Security benefits, some retirees can exclude all their Social Security benefits from their ...

How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think ...

Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...

It’s no secret that annuities play a pivotal role in retirement planning, providing a steady income. Despite certain tax advantages, annuity taxation has several intricacies that must be understood ...

Put all those lists together and you'll arrive at the following states that don't tax any retirement income. They'll not touch your Social Security benefits, earned income, dividends, interest, ...

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It's important to know the answers to these questions ...

I asked ChatGPT how to pay fewer taxes in retirement and got 10 straightforward tips, including Roth timing and QCDs. Here's ...