So, you’re filing taxes after your first year of retirement, feeling good about your anticipated refund. Now that you’ve switched from your salary to a pension, you must be paying significantly less ...

Where you decide to live in retirement can make a real difference in your budget and lifestyle. While most states don’t levy state income taxes on your Social Security benefits, many do tax retirement ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

A retirement budget balances your expected income in retirement with your expected living expenses and taxes. Financial ...

Benjamin Franklin once wrote, "[I]n this world, nothing can be said to be certain, except death and taxes." However, old Ben wasn't entirely correct – at least not for retirement income. Are there any ...

People (ideally) spend decades preparing for retirement, whether it's paying into the Social Security system, stashing money and investing in various retirement accounts or earning a pension. It may ...