spending in retirement
Latest
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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 -
Indiana Tax Guide
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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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
