W-2 vs. W-4 vs. W-9: Decoding the tax forms that control your money ...

For example, Form 1099-NEC, used to report payments to independent contractors, must be furnished by February 2, 2026. As ...

Some states don't have any income tax, meaning retirement income is also exempt. Seven states offer exemptions for various forms of retirement income. Forty-one states, plus Washington, D.C., don't ...

Between the Social Security "senior bonus" phaseout and changes to Roth tax rules, your 2026 retirement plan may need an ...

Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely -- because it'll shape your tax bill today and potentially decades from now.

Distributions from retirement savings accounts and Social Security income are taxed differently in most states. Even in states that do tax retirement income, it’s possible that senior residents will ...

The newly issued Revenue Ruling 2025-15 clarifies income tax withholding and reporting rules for uncashed retirement plan checks. Generally, adjustments or refunds of income tax withheld on a ...

Retirement is supposed to be a phase of life when you have money all figured out. But for many retirees, taxes quickly become even more complicated (and more expensive) than they might have originally ...

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 ...

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 ...