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 tax consequences of making 401k withdrawals depend on the type of contributions. Keep reading to learn how to avoid ...

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 ...

After being invested for a few decades, this could cover a year or more of retirement expenses for some. If you have ...

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

Some of the best ways to reduce taxes in retirement is to ensure you live in a lower tax bracket and use tax-advantaged ...

A well-structured retirement plan can help you grow your wealth tax-deferred and access it tax-free when needed. Many retirees are surprised to find that their tax bills don’t disappear after ...

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

Craig would receive much more after-tax income from dividend stocks rather than GICs. The biggest bump – $9,900 – would come ...