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Rethinking Retirement

Latest

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6 Tax Reasons to Convert Your IRA to a Roth (and When You Shouldn't)

Retirement Taxes Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly scenarios.

Retirement Taxes

10 Retirement Tax Plan Moves to Make Before December 31

Retirement Taxes Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

By Kate Schubel

Retirement Taxes
The Rubber Duck Rule of Retirement Tax Planning

Retirement Taxes How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think.

By Kate Schubel

Retirement Taxes
Ten Tax-Friendly States for Retirees in 2025

Retirement Tax If you’re looking for the best place to retire, you may want to consider one of these most tax-friendly states for retirees.

By Katelyn Washington

Retirement Tax

The Most Tax-Friendly State for Retirement in 2025: Here It Is

Retirement Tax How do you retire ‘tax-free’? This state doesn’t tax retirement income, has a low median property tax bill, and even offers savings on gas. Are you ready for a move?

By Kate Schubel

Retirement Tax
States That Won't Tax Your Retirement Income in 2025

Retirement Taxes 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 Taxes
‘I Play Pickleball in Retirement.’ Is It HSA-Eligible?

Retirement Tax Staying active after you retire may be easier with these HSA expenses. But there’s a big catch.

By Kate Schubel

Retirement Tax

Retire in the Bahamas With These Three Tax Benefits

Retirement Taxes Retirement in the Bahamas may be worth considering for high-net-worth individuals who hate paying taxes on income and capital gains.

By Kate Schubel

Retirement Taxes
The Problem With 401(k) Catch-Up Contributions for 2024

Retirement Plans New rules governing certain 401(k) catch-up contributions caused confusion and raised concern.

By Kelley R. Taylor

Retirement Plans
Half of Mothers Have Little or No Retirement Savings

Mother’s Day comes and goes, but many moms face future financial insecurity because they have little or no retirement savings.

By Kelley R. Taylor

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