Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely -- because it'll ...

Nine States With No Income Tax at All Nine states levy no general state income tax at all, meaning they won't tax your ...

One of the biggest advantages of an annuity, tax deferral, can be lost when anyone other than a spouse inherits an annuity. Then, all deferred taxes on the gains must be paid sooner or later. It’s ...

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It's important to know the answers to these questions ...

Retirement taxes often come from Social Security, withdrawals, and property costs. Learn practical ways retirees may lower ...

Are you employed by an educational institution, church, or nonprofit? If so, there’s a retirement savings program authorized by section 403(b) of the Internal Revenue Code that allows eligible ...

HSAs are great vehicles for retirement health care costs but come with challenging estate planning tax issues.

Paying taxes on an inheritance can be tricky, and that may be especially true if you’re dealing with an inherited annuity. The tax liability changes based on how the annuity was funded, whether it’s ...

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

Property taxes and sales taxes can outweigh the savings from no state income tax, especially for retirees on fixed incomes.