spending in retirement
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Social Security 2025: The Outdated Tax Rules Costing Retirees Money
Retirement Taxes Could the Social Security 90th anniversary be a good time to revisit old tax thresholds?
By Kelley R. Taylor
Retirement Taxes -
Colorado Tax Guide
State Tax Explore Colorado's state tax rates for income, sales, property, retirement, and more. Learn how Colorado compares nationwide.
By Kelley R. Taylor
State 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 -
Retirees Should Watch These Four Key Tax Changes in 2025
Tax Changes This year brings key tax changes that could affect your retirement taxes and income.
By Kelley R. Taylor
Tax Changes -
No Social Security Tax Changes in Trump’s 'Big Bill'? What Retirees Need to Know
Tax Policy Eliminating taxes on Social Security benefits is missing from President Trump’s tax overhaul. Here’s why and what an alternative offering could mean for retirement taxes.
By Kelley R. Taylor
Tax Policy -
Big Tax Deduction Increase Proposed for Those Over Age 65
Tax Deductions A new bipartisan bill and a tax plan from the House GOP could mean bigger retirement tax savings to offset taxes on Social Security and high prices.
By Kelley R. Taylor
Tax Deductions -
Washington State Tax Guide
State Tax Washington State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
By Kelley R. Taylor
State Tax -
Avoid Estimated Tax Payments in Retirement With RMD Withholding
RMDs If you don't need the money to live on, wait until December to take your RMD, and ask the sponsor to withhold a big chunk for the IRS.
By Kevin McCormally
RMDs -
Coverdell ESAs vs. 529 Plans: Which Should You Choose?
Savings Accounts These savings accounts can offer tax benefits for school and retirement expenses. Here’s how.
By Kate Schubel
Savings Accounts
