Where you live during retirement can make a significant difference in how much money you keep.

A Roth IRA is one of the best sources of tax-free income for seniors. Roth IRAs are an alternative to traditional IRA ...

VA disability compensation is completely tax-free at both federal and state levels. You don't report it on your tax return.

A retiree who saved diligently and built a comfortable portfolio can face an unwelcome surprise at tax season: a bill far ...

Are IRA contributions tax-deductible? They might be, but eligibility depends on income, filing status and participation in a ...

A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...

Social Security benefits remain taxable on federal income tax returns. But many older adults can save money with new enhanced ...

Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401 ...

When their working days eventually come to an end, many retirees will think about the best place to spend their golden years. Not all states treat retirement income – such as pension payouts or ...