Navigating the U.S. tax system can be daunting, especially when it comes to understanding the benefits available to you. One ...

Millions of taxpayers qualify for an IRS retirement tax credit yet never claim it. The Saver’s Credit can reduce federal ...

So, you’re filing taxes after your first year of retirement, feeling good about your anticipated refund. Now that you’ve switched from your salary to a pension, you must be paying significantly less ...

Seven states offer exemptions for various forms of retirement income. Nine states don't have any state income tax, which also applies to retirement income. Remember that Federal tax rules apply to ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Where you decide to live in retirement can make a real difference in your budget and lifestyle. While most states don’t levy state income taxes on your Social Security benefits, many do tax retirement ...

People (ideally) spend decades preparing for retirement, whether it's paying into the Social Security system, stashing money and investing in various retirement accounts or earning a pension. It may ...