You've clocked out of work for the last time, and you're ready to kick off your retirement in style. Umbrella drinks, ...

Seniors are facing surprise IRS audits as algorithms shift and post-retirement finances change. Learn common triggers and how ...

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 ...

Most people understand that paying taxes is just part of living in a civil society. Still, forking over this money is a drag. Never even mind the fact that it's money you could personally put to ...

Most Americans fear a financial crisis could upend their retirement—but still haven’t planned for it. Here’s how to build a ...

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 ...

Retirees use their pension income on essentials like groceries, housing, medicine, utilities, clothing, transportation, and entertainment. When we think of economic impact across the U.S., certain ...

The good news is that most states don’t tax Social Security income. A small number of states also simply don’t charge any income tax. Four states exempt most retirement income from state-level ...