Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on ...

In 2025, the One Big Beautiful Bill Act (OBBBA) introduced a significant change in retirement taxation with the $6,000 ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

Retirement taxes are often more complex than expected. Learn how RMDs, Social Security taxation, and recent OBBBA changes may ...

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

Trina Paul is a Breaking News and Personal Finance Writer at Investopedia, covering topics like retirement, consumer debt, and retail investing. She focuses on making complex financial topics ...

Fortunately, there are legal and strategic ways to lower your taxable income and keep more of your retirement money.

When you are making plans for retirement spending, you need to take many costs into account — including taxes. If you are ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.