spending in retirement
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Washington State Tax Guide 2025
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 -
Indiana Tax Guide 2025
State Tax Indiana 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 -
Beyond 401(k)s: How Millennials Are Ditching Gen X Retirement Strategies. Will It Pay Off?
Sorry, Gen X, when it comes to saving for retirement, the younger generation views it differently.
By Donna Fuscaldo
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Retirement Income Funds to Keep Cash Flowing In Your Golden Years
Retirement income funds are designed to generate a reliable cash payout for retirees. Here are a few we like.
By Nellie S. Huang
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Arizona Tax Guide 2025
State Tax Explore Arizona's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Arizona compares nationwide.
By Kelley R. Taylor
State Tax -
What's Wrong With Trump's Pledge to End Taxes on Social Security Benefits
Social Security Eliminating taxes on Social Security benefits could impact your finances. Here's what you need to know.
By Gabriella Cruz-Martínez
Social Security -
Retirees: Don’t Miss These Valuable State Tax Breaks in 2025
Retirement Planning Selecting the right state for retirement can significantly impact your financial well-being.
By Kelley R. Taylor
Retirement Planning
