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

Is it better to make after-tax Roth 401(k) contributions or save before-tax in a traditional 401(k)? The answer varies depending on the taxpayer. While individuals with higher incomes might not ...

As your retirement savings in a traditional 401(k) grow over decades of working, you may feel an increasing sense of financial security. And that is good. You're doing what you've been told to do: ...

Some states don't have any income tax, meaning retirement income is also exempt. Seven states offer exemptions for various forms of retirement income. Forty-one states, plus Washington, D.C., don't ...

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Mar 06, 2025, 05:15am EST Mar 13, 2025, 11:00am EDT ...

A popular tax break for workers nearing retirement age to make extra catch-up contributions is changing next year, which will limit access to some high earners. The IRS issued new regulations last ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...