John Stevenson reports that 32.8% of near-retirees lack a tax plan, leaving many unprepared for unexpected retirement tax ...

There are big changes to your taxes once you hit retirement. Be prepared from day one.

I recently attended a retirement seminar at a local community college where the instructor talked about potentially higher ...

This article looks at the taxation of common retirement income sources.

Sometimes, deferring taxes on an account's income or growth isn't all it's cracked up to be.

Changes to tax laws are reshaping how Social Security, pensions and withdrawals are taxed—and some retirees are quietly ...

In a recent interview with former U.S. Comptroller General David M. Walker, he made something clear: Social Security is under ...

Doing taxes is an undesirable chore, but it is also one of the best ways to keep track of your retirement planning.

Most Americans fear a financial crisis could upend their retirement—but still haven’t planned for it. Here’s how to build a ...