The CARES Act made 2020 required minimum distributions optional. But what are your next moves?

Income from real estate investment trusts can qualify for a new tax deduction on 2018 returns.

How to avoid the 10% early-withdrawal penalty when you tap your former employer's 401(k).

Heading into retirement brings a slew of new topics to grapple with, and one of the most maddening may be Medicare.

Generally, the higher the value of your donation, the more records you'll need to gather.

Up to 85% of your Social Security benefits may be taxable depending on your income in retirement.

Required minimum distributions are annual withdrawals people generally are forced to start taking from tax-deferred retirement accounts, such as tradi…

Medicare plays a critical role in retirees' health care starting at age 65.

What's the best age to claim Social Security benefits?

Depending on your income, you may owe tax on as much as 85% of your Social Security benefits.

For early claimers, some kinds of income can temporarily reduce your Social Security benefits.

Answers to real-life questions about Social Security claiming strategies.

What you need to know about Medicare premiums -- and how to reduce yours under certain circumstances.

It pays to know how much you might pay in state and local taxes before you move.

Tax-free income is a dream of every taxpayer.