States vary widely in the way they tax retirement income so location is an important consideration in financially planning ...

It's not just the scenery that should influence which state you decide to retire in.

Some states give multiple tax breaks to retirees. Nine states have no income tax, including Washington, which only taxes high earners' capital gains.

Behavioral economist Alex Smith thinks we spend too much time fretting about this year's taxes, and too little planning for next year.

For many retirees, taxes don’t disappear once the paychecks stop; they simply change form. Withdrawals from retirement ...

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. The Net Unrealized Appreciation (NUA) rule is a rarely used, but ...

If you are working to increase you longevity, you should also make sure you don't outlive your money. The mega backdoor Roth can help. Many people I know love tax-free income. If you similarly want to ...

Is 401k included in net worth calculation? Discover how retirement accounts impact your wealth calculation. Click to enhance ...

Many Baby Boomers miss valuable tax deductions each year. Learn eight often-forgotten breaks, including a new $6,000 senior ...

A 401(k) can really boost your retirement savings. According to a new study, people who save for retirement with a 401(k) ...