Key Points Lowering taxes in retirement could boil down to the right strategies. Choose tax-efficient investments and be ...

You can only claim the new senior tax deduction if you were 65 or older at the end of 2025. You must also provide your Social ...

Middle-class retirees may qualify for powerful tax deductions in 2026. These seven strategies can lower taxable income and ...

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

Choosing where to spend your retirement involves far more than just picking the right kind of weather and proximity to ...

Check if you're off the hook with state and federal taxes.

Responsible retirement planning begins early in a career. As time goes by, money placed in an IRA or a 401(k) will grow, allowing for a comfortable retirement. But post-retirement, the money saved ...

Forbes contributors publish independent expert analyses and insights. I write about investing, retirement, & workplace savings plans. For many people, retirement is viewed as a time when taxes ...

Expert reveals their top tips for retirees filing their taxes - The average retiree believes they need $823,800 to retire ...

The No Tax on Restored Benefits Act would offer a gross income tax exclusion for retroactive Social Security benefits.

Explore the pros and cons of retiring in Nashville, from tax benefits and healthcare costs to culture and an active, connected lifestyle for retirees.