Planning your retirement? New Mexico offers significant tax breaks for seniors, including income exemptions and low property taxes. Get the latest on affordable living, health care and lifestyle in ...

Living on portfolio income is living the dream. Although many retirees are woefully short on savings, some manage to kick off their golden years with plenty of money. But having a giant nest egg doesn ...

The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in for 2025.

The stock market is nothing if not volatile these days. When it takes a dip, a well-managed, properly diversified portfolio ...

Retirement planning ultimately boils down to a simple equation: the more saved, the sooner financial independence becomes ...

In addition to Connecticut, eight other states tax Social Security benefits in some form. However, many of them also provide exemptions. They include Colorado, Minnesota, Montana, New Mexico, Rhode ...

If you’re biding your time until Mom or Dad or that rich uncle passes on, passing their wealth to you, then prepare yourself ...

The IRS can require you to withdraw money from your savings each year or face steep tax penalties. These mandatory annual ...

It comes amid the nation’s ambitious tax reform agenda, spearheaded by the Presidential Committee on Fiscal Policy and Tax Reforms, chaired by Taiwo Oyedele. In 2023, President Bola Ahmed Tinubu ...

From tax cuts to staffing cuts, Trump’s Social Security agenda could reshape how the program functions — and how much you ...

Taxes on Social Security benefits have gotten a lot of attention over the last few months, ever since President Trump vowed ...

Your tax refund isn't free money — it's your own cash returning to you. Learn how to leverage it for long-term financial ...