You can't always avoid taxes, but on these income sources, you won't pay as much as you expect. These are solid ways to add ...

Medicare expert Jae Oh explains why taxable income, health insurance, and retirement taxes can no longer be planned in ...

Nine states levy a tax on Social Security benefits, down from last year. Is yours one? Here's what you need to know.

It’s not a penalty — it’s a surprise tax hike disguised as a Medicare premium.” That’s how I describe one of the sneakiest traps in retirement: the Income-Related Monthly Adjustment Amount, better ...

That’s right: Less than half of workers are aware of the saver’s credit, according to a survey by the Transamerica Center for ...

The good news is that most states don’t tax any Social Security income. But larger pensions and retirement accounts are subject to at least some taxation. Everyone remains subject to the same federal ...

Taxes are complex and often overlooked, but understanding how they work can help you maximize your income while minimizing your tax burden in retirement. Everyone will owe taxes in retirement, but ...

Retirement requires careful planning, but today’s environment presents challenges that previous generations did not face.

Let's face it – paying taxes is a drag. Especially since it's something of a never-ending process, federally required year after year. Though you can technically avoid paying state taxes on retirement ...