There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

The main difference between a W-9 and a 1099 is that you fill out a W-9, while the business or entity that is paying you ...

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 ...

Retirement is supposed to be about relaxation and enjoying the rewards of your hard work. But before you kick back, there's one thing you can't ignore: taxes. Understanding how your retirement income ...

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states have no income tax at all.

Looking for a tax-friendly retirement? Discover the 9 states with no income tax and 4 others that exempt 401(k) and pension income from state taxes.

Workers can reduce their tax bill by saving for retirement in tax-advantaged accounts. Traditional retirement accounts offer an immediate tax deduction, while Roth accounts provide tax-free income in ...

Most people dream of spending their retirement savings on relaxing, enriching and gratifying activities. Few, if any, dream of using their retirement savings to pay unnecessary taxes. Yet those who ...

The transition to retirement — going from a steady paycheck to living on a fixed income or pension — can be difficult to navigate. In addition — with inflation, tariffs and potentially soaring rates — ...