How you make retirement withdrawals will affect your tax brackets. This can be a fairly complicated issue. Depending on which ...

Reaching age 65 doesn't automatically change how the IRS taxes your 401(k) withdrawals. Instead, it taxes distributions from a traditional 401(k) as ordinary income, just like wages or Social Security ...

One of the most attractive features of a 401(k) plan is that you can contribute pretax dollars throughout your career. This reduces your taxable income and allows you to contribute more to your ...

Forbes contributors publish independent expert analyses and insights. I write about investing, retirement, & workplace savings plans. For many people, retirement is viewed as a time when taxes ...

A popular tax break for workers nearing retirement age to make extra catch-up contributions is changing next year, which will limit access to some high earners. The IRS issued new regulations last ...