Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

The IRS will begin accepting 2025 tax returns on Monday, Jan. 26, 2026, the agency announced. Taxpayers have until Wednesday, April 15, 2026, to file their tax returns and pay any tax due, according ...

Different retirement accounts come with different rules and different tax treatment. That gives you far more flexibility to minimize taxes both before and in retirement. “There are three basic ...

When you retire, you might leave your job behind, but you still collect income. And if you collect income, the tax man cometh. Retirement budgets generally are smaller than working-years budgets in ...

Fortunately, there are legal and strategic ways to lower your taxable income and keep more of your retirement money.

For example, Texas doesn't have a state income tax, but its property taxes rank sixth-highest in the U.S. Tennessee doesn't ...

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 ...