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

Getting a new job is exciting, but most employees don't realize that making this mistake when transferring their 401(k) plan ...

Question: I’m preparing for retirement and trying to figure out where I should go for money to meet my income needs. I understand that it’s important to start by withdrawing from some accounts and ...

Even without a tax hike, retirees face higher taxes from forced withdrawals, Medicare penalties, and taxable Social ...

Understanding how distributions from defined contribution plans are taxed is essential for participants planning their retirement income strategy. Depending on whether assets are held in a traditional ...

If you have a large 401(k) balance, you’re in a good position heading into retirement. Far too many people have too little ...

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

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

During challenging financial times, people often consider withdrawing money from their 401(k) plans. Balances in 401(k) plans are deceiving. They are not like checking accounts where what you see is ...