Rethinking Retirement
Latest
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What a New Flat-Rate Social Security COLA Would Mean for Retireee TaxesTax Law Lawmakers are floating several ideas about how to shore up Social Security. One involves changing the annual cost-of-living adjustment.
By Kelley R. Taylor
Tax Law -
Why 'Soft Retirement' Changes Your 2026 Roth Conversion StrategyRetirement Tax Phasing out full-time work creates a unique transition window for Roth conversions. But watch out for these tax traps.
By Kate Schubel
Retirement Tax -
Some Retirees Are Choosing Delaware Over Florida: How the Retirement Math Adds UpRetirement Tax Florida has long been a favored retirement destination, but lately, Delaware is having a moment.
By Kelley R. Taylor
Retirement Tax -
Does Your State Tax Retirement Income? Take Our QuizQuiz Figuring out retirement taxes can be hard, but it doesn't have to be. See if your state exempts retiree income.
By Kate Schubel
Quiz -
States That Tax Social Security Benefits in 2026Retirement Tax Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel
Retirement Tax -
The 40-Year Retirement Rule: How to Prepare Your Taxes for a Longer LifeRetirement Tax The 30-year retirement rule is outdated. Is your tax strategy ready for what comes next?
By Kate Schubel
Retirement Tax -
States With No Retirement Tax Ranked by Medical CareRetirement Tax Zero tax on retirement income sounds great, until you can't find a doctor. Here's how five "tax havens" compare on healthcare, property taxes, and living costs.
By Kate Schubel
Retirement Tax -
States That Won't Tax Your Retirement Income in 2026Retirement Tax Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.
By Kate Schubel
Retirement Tax -
Why the Trump Account Rollout Is Raising Questions About Social SecuritySocial Security As Social Security barrels toward projected cuts, a newly launched federal savings initiative could privatize the program.
By Kate Schubel
Social Security
