spending in retirement
Latest
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The 4% Rule for Retirement Withdrawals Gets an Upgrade
The go-to rule for retirement spending was created over 30 years ago. Things have changed since then. Here's how you can modernize the rule to fit your needs.
By David Rodeck
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How the IRS Taxes Retirement Income
Retirement Taxes It's important to know how common sources of retirement income are taxed.
By Kelley R. Taylor
Retirement Taxes -
Retirement Taxes: How All 50 States Tax Retirees
Retirement Taxes Find out how 2025 income taxes in retirement stack up in all 50 states plus the District of Columbia.
By Kate Schubel
Retirement Taxes -
Retirees Face a Growing Capital Gains Tax Trap: What's Next?
Home Sales A changing housing market and unchanged IRS exclusion amounts can add up to a headache for many homeowners. Will Congress offer a fix?
By Kelley R. Taylor
Home Sales -
SECURE 2.0 Act Summary: New Retirement Savings Changes to Know
Retirment Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
By Kelley R. Taylor
Retirment Plans -
New IRS Start Date for Mandatory Roth Catch-Up Contributions
Retirement Savings The IRS has clarified some questions surrounding new catch-up contribution rules for retirement savings plans.
By Kelley R. Taylor
Retirement Savings -
Inherited an IRA? Key Distribution Rules to Know for 2025
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor
Inherited IRA -
Nebraska State Tax Guide 2025
State Tax Explore Nebraska's 2025 state tax rates for income, sales, property, retirement and more. Learn how the state compares nationwide
By Katelyn Washington
State Tax -
New Bill Would End Taxes on Social Security Benefits in 2026: What Retirees Should Know
Tax Law Congress could look to high earners to help offset lost revenue and possibly shore up the Social Security program.
By Kelley R. Taylor
Tax Law
