Splitting retirement funds into three buckets with distinct tax treatments can help you avoid a nasty tax bill down the line.

As other costs rise, retirees need to think about total spending.

AI is reshaping financial advising, but should it replace human expertise in retirement and investment planning?

Janet Berry-Johnson, CPA, is a freelance writer with a background in accounting and income tax planning and preparation for individuals and small businesses. Her work has appeared in Business ...

Sources of retirement income include Social Security, retirement accounts, pensions and employment wages. Retirees can expect to spend 80% of their pre-retirement income in retirement, according ...

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From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.

The next generation of retirees has a different expectation for retirement, both out of necessity and desire. They do not have the gold-plated DB pensions of previous generations, which has ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

There is no shortage of tax filing software available for a pretty decent price (at least when compared to the price of ...