IRS rule changes will require some older workers to make 401(k) catch-up contributions with after-tax dollars.

While federal taxes apply uniformly, the way states tax 401(k) withdrawals can vary widely. Some states fully tax 401(k) ...

Retiring early with a 401(k) requires understanding how to access funds before the standard retirement age without triggering ...

This early retirement hack lets you tap your retirement savings without tax penalties. But you must plan well.

A 401 (k) loan permits you to withdraw up to 50% of your vested account balance or $50,000, whichever is less. If your vested ...

How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think ...

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

Retirees must begin taking required minimum distributions at 73, triggering potential tax obligations on retirement savings.

When it comes to managing retirement income, taxes can be one of your biggest – and most overlooked – expenses. Many retirees ...

Put all those lists together and you'll arrive at the following states that don't tax any retirement income. They'll not touch your Social Security benefits, earned income, dividends, interest, ...

Getting the right mix can maximize the money you have available in retirement, and the total taxes you pay on it.

If you're retiring soon, be very careful of these changes to Social Security that could cost you extra in taxes and fees.