My monthly Social Security is $3,178, my pension will be $2,090 per month and my 401(k) has $800,000. If I use the 4% rule, where do I stand tax-wise? – Reggie This is a great question. I hope it goes ...

Wondering whether you'll need to pay taxes on your Social Security benefits is a very common concern for many seniors and individuals nearing retirement. The answer, though, is not so straightforward, ...

The taxes owed depend on your age, the type of account, and more ...

Your personal retirement number depends on your lifestyle goals, investment risk and desired retirement age, among other key factors ...