Before you complete and file your taxes, take a look at these 11 IRS tax forms that you must completely understand before filing your taxes as a retiree.

Retirement planning is stressful enough. Figuring out where your hard-earned money goes once you retire shouldn't add to that burden. Yet taxes on retirement income can quietly drain thousands of ...

So, you’re filing taxes after your first year of retirement, feeling good about your anticipated refund. Now that you’ve switched from your salary to a pension, you must be paying significantly less ...

Some states don't have any income tax, meaning retirement income is also exempt. Seven states offer exemptions for various forms of retirement income. Forty-one states, plus Washington, D.C., don't ...

The 2026 tax landscape for investors will look different after key tax changes that went into effect last year. Here's how you might be affected.

People (ideally) spend decades preparing for retirement, whether it's paying into the Social Security system, stashing money and investing in various retirement accounts or earning a pension. It may ...