Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of ...

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

One of the pros of retirement accounts like 401(k)s and traditional IRAs is that contributions can lower your taxable income.

As we get older, some of us may start wondering about which states will tax our retirement income and which states won't.

Many savers are drawn to traditional IRAs and 401(k)s because they offer a tax break on contributions. But in return, people ...

Under the Employee Retirement Income Security Act (ERISA), your 401 (k) funds are typically protected from creditors and ...

California is the only state that doesn’t allow any tax exemptions on military retirement income. New bills aim to do that, ...

Some people have very high hopes. People like the writer in today’s letter drawn from the Reddit mailbag, for example. Our ...

How can you be sure a trust will be managed properly, without causing a headache for the beneficiaries? The key is choosing ...

By diversifying your retirement income sources to include some of these tax-free options, you can potentially lower your ...

One of the things that many workers don't understand about retirement is that you'll have to create a completely new budget.

Retirement may be the perfect time to try an encore career and see how something entirely new fits ... [+] your lifestyle.