Florida is one of the most popular retirement states for several reasons, including beautiful weather and many beaches. But ...

Retirement account withdrawals and earnings from a job may not be the only taxable income you have, either. The federal ...

Retirement is supposed to be about relaxation and enjoying the rewards of your hard work. But before you kick back, there's ...

Retirees in nine states could end up owing money from their Social Security benefits during tax time. Is Ohio on the list?

Discover Kentucky's attractive retirement benefits, including no Social Security tax, pension exclusions and low cost of ...

Some state lawmakers want to lower taxes on retirement income like 401(k)s. A bill sponsored by Sen. JD Mesnard (R-Chandler) ...

U.S. retirees should consider each state’s overall tax picture, including state income tax, Social Security tax, pension and ...

Social Security retirement benefits are subject to taxes in many cases. But familiarity with the rules and some advance ...

Learn about contribution limits, eligibility and why tax diversification is crucial for your financial future.

If your combined income is under $25,000 (single) or $32,000 (joint filing), there is no tax on your Social Security benefits ...

Snowbirds need a comprehensive estate plan that addresses their unique circumstances. This checklist covers key ...

Doing your taxes when you live in two states in one year means figuring out your residency, filing two returns, and avoiding ...