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

Americans are increasingly embracing the health savings account — a tax-advantaged account for those enrolled in a ...

It's not a complicated strategy, but you may need to plan ahead.

A Roth IRA is one of the best sources of tax-free income for seniors. Roth IRAs are an alternative to traditional IRA ...

Discover 11 states that don't tax retirement income, including pensions, Social Security, and withdrawals, so retirees can keep more of their money each year.

The Mega Backdoor Roth is a pathway to move nearly $50,000 of taxable investment money into a "tax-free" sanctuary every single year.

Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely -- because it'll shape your tax bill today and potentially decades from now.

HSAs are great vehicles for retirement health care costs but come with challenging estate planning tax issues.

Your pension strategy may need tweaking –with many pension experts now arguing that 75 should be the pivotal age in your ...