Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, ...

While it could be tempting to throw away documents after filing tax returns, doing so could put you at financial and legal ...

The IRS uses what's called "provisional income" to determine how much of your Social Security benefits are taxable. Your ...

Each year, you are allowed to make 401(k) contributions. You can make pre-tax contributions up to the annual contribution ...

Your aging-in-place plan could benefit from the medical expense tax deduction. But watch out for capital gains and property ...

More people are looking to access their pension after the Budget amidst fears their money could be hit by inheritance tax ...

Has Reached a Tipping Point in Its Takeover of American Retirement, paints an optimistic picture of a retirement system ...

This article explains how to calculate gratuity using a simple formula and how it impacts your financial security after ...

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people ...

A 401(k) not only lets you passively save and invest for retirement, it also gives you a tax break while doing so.

Each year, you are allowed to make 401(k) contributions. You can make pre-tax contributions up to the annual contribution limit. If you work for a company that provides matching funds, you’ll ...

Tax season usually brings a refund check for most workers, but if you're retired, you could wind up owing the IRS.