A Roth IRA conversion is available any time you have money in a qualifying pre-tax account. People choose to make a ...

Navigating taxes in retirement isn’t always easy. After all, how your retirement income is taxed depends on multiple factors, such as what type of income you receive, federal taxes, and which state ...

Eight states have no income taxes. Five more don't tax retirement income, but have some minor exceptions. Most states don't subject Social Security benefits to income taxes, but nine do. Are you ...

Workers can reduce their tax bill by saving for retirement in tax-advantaged accounts. Traditional retirement accounts offer an immediate tax deduction, while Roth accounts provide tax-free income in ...

Roth IRA vs Traditional IRA retirement savings decisions are some of the most important financial choices you’ll make when planning for retirement. Choosing between these two types of accounts can ...

You’ve probably already thought about where you want to retire. Destinations like Florida may be popular for retirement due to tax reasons, but what places might you want to avoid because of higher ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...