All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's ...

“It’s not a penalty — it’s a surprise tax hike disguised as a Medicare premium.” That’s how I describe one of the sneakiest traps in retirement: the Income-Related Monthly Adjustment Amount, better ...

President Donald Trump pledged that there would be “no tax on tips, no tax on overtime and no tax on Social Security for our great seniors” on his 2024 campaign trail. He signed into law the One Big ...

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 ...

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

Seasoned federal employees who survived the turmoil of 2025 might be thinking: Should I retire in 2026? You should make this most crucial and personal of decisions on the basis of where you want to be ...