Nine states don't have any income tax, whether on paychecks, 401 (k)s, IRAs, or pensions. Four more states have a state income tax but exempt retirement income. Tax laws are always changing, so stay ...

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 ...

The vast majority of states don't tax Social Security benefits. The federal government does tax them, though. A handful of states don't tax any retirement income at all. As you approach or enter ...

Key Points Lowering taxes in retirement could boil down to the right strategies. Choose tax-efficient investments and be ...

If you're 65 or older, this could have a huge effect on your taxes this year.

Social Security is tax-free in most states, but not all. See the 8 states that tax benefits in 2026 and what retirees should ...

A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...

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 ...

Retirement is a time to relax and enjoy the fruits of your hard work, not to stress about taxes chipping away at your savings. The good news is that retirees can choose to live in states that help ...

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 ...