Responsible retirement planning begins early in a career. As time goes by, money placed in an IRA or a 401(k) will grow, allowing for a comfortable retirement. But post-retirement, the money saved ...

Different retirement accounts come with different rules and different tax treatment. That gives you far more flexibility to minimize taxes both before and in retirement. “There are three basic ...

When you retire, you might leave your job behind, but you still collect income. And if you collect income, the tax man cometh. Retirement budgets generally are smaller than working-years budgets in ...

A Roth IRA is one of the best sources of tax-free income for seniors. Roth IRAs are an alternative to traditional IRA ...

Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely -- because it'll shape your tax bill today and potentially decades from now.

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 ...

“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 ...

Retirement is a time to relax and enjoy the fruits of your hard work, not to stress about taxes chipping away at your savings. The good news is that retirees can choose to live in states that help ...

The greatest financial danger in retirement isn’t always the stock market. It’s the constant, nagging fear of running out of ...

Charitable giving isn’t just for heavy hitters whose names are etched on plaques on the walls of museums and hospitals. It’s also for generous-hearted people of more modest means who want to do their ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Although area tax professionals ...

The greatest financial danger in retirement isn’t always the stock market. It’s the constant, nagging fear of running out of money. This anxiety causes many people to underspend and worry, even when ...