Rich Americans may be able to reduce their tax bill with some strategic moves, including being smart about when they take ...

There is no shortage of tax filing software available for a pretty decent price (at least when compared to the price of ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

A tax deduction on pension income won bipartisan support three years ago, but is now at the center of a partisan battle over ...

Downsizing retirees may benefit from tax savings, lower utility bills, and freed-up income. But could a new presidency impact ...

The time of year when you retire can significantly impact your taxes. Say you decide to retire on July 1. For the first six months of the year, your income will come from your job. From July on, you ...

A person’s tax situation can depend on factors like their marital status and income level but there are many other things ...

The Risk of “The Bigger They Come, The Harder They Fall” Retirement nest eggs vary widely in size among the public. A Pew ...

"We want to maintain the same quality of life we have now, but not get killed with the cost of it," said one LIer planning ...

Tax laws are always changing and retirees need to stay in the loop. If you don’t understand these laws, you could accidentally break one. “Retirees might spend the extra money on a CPA to ...

Janet Mills backed a proposal by Maine Republicans to give retirees a tax break. Lawmakers passed a budget that gradually increased the amount of pension income that is tax free. The exemption ...