In Georgia, distributions from retirement accounts such as 401 (k) s, 403 (b)s and IRAs are subject to state income tax.

Annuities can play a valuable role in your retirement plan — as long as the tax implications have been properly factored in.

Tax efficient withdrawal options depend heavily on relative balances in tax-deferred, tax-free and taxable accounts.

SoFi shares the nuances of different retirement plans, including tax benefits and drawbacks, to help people choose the right ...

Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income ...

Taxes could be your largest expense in retirement. And yet, for pre-retirees, tax planning often fails to be top of mind in ...

Whether you hoped to leave a financial cushion for your children or ensure your spouse can live comfortably when you’re gone, ...

For year-end planning, it’s helpful to consider the IRS’s annual inflation adjustments in income and capital gains tax ...

Learn how a simple move to a Roth IRA can boost your retirement savings and reduce your tax bill, ensuring a more secure financial future.

Americans on average believe they’ll need $1.46 million in savings to retire comfortably, according to a 2024 study from ...

I’ve talked in the past about how 401(k)s can be an amazing tool for building wealth for retirement. But most 401(k) plans ...

As you approach retirement age, you may be wondering what to do with the money in your retirement plan. In particular, you ...