spending in retirement
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Nebraska Tax Guide
State Tax Explore Nebraska's state tax rates for income, sales, property, retirement and more. Learn how the state compares nationwide
By Katelyn Washington
State Tax -
Turned 73 Last Year? Your First RMD May Be Due April 1
RMDs April Fool's Day is an important RMD deadline for some older adults and retirees.
By Kelley R. Taylor
RMDs -
Colorado Tax Guide
State Tax Explore Colorado's state tax rates for income, sales, property, retirement, and more. Learn how Colorado compares nationwide.
By Kate Schubel
State Tax -
The 10-Year Rule for Inherited IRAs
Kiplinger Tax Letter The IRS’ interpretation of the 10-year clean-out rule on inherited IRAs can be complicated.
By Joy Taylor
Kiplinger Tax Letter -
California Retirement Tax 2026: Is the 'Social Security Shield' Enough?
State Taxes The Golden State won't touch your Social Security, but high rates on pensions and IRAs tell a different story. Can you afford retirement in California?
By Kate Schubel
State Taxes -
5 Retirement Tax Traps to Watch in 2026
Retirement Even in retirement, some income sources can unexpectedly raise your federal and state tax bills. Here's how to avoid costly surprises.
By Kelley R. Taylor
Retirement -
Florida Tax Guide
State Taxes Explore Florida's state tax rates for income, sales, property, retirement, and more. Learn how Florida compares nationwide.
By Katelyn Washington
State Taxes -
3 Smart Ways to Spend Your Retirement Tax Refund
Retirement Taxes With the new "senior bonus" hitting bank accounts this tax season, your retirement refund might be higher than usual. Here's how to re-invest those funds for a financially efficient 2026.
By Kate Schubel
Retirement Taxes -
New $6,000 'Senior Bonus' Deduction: What It Means for Taxpayers Age 65 and Older
Tax Changes If you’re an older adult, a new bonus tax deduction could provide a valuable tax benefit. Here's how it works.
By Kelley R. Taylor
Tax Changes
