Will you be eligible for the tax savings available to seniors?

Seniors get a generous new tax deduction, but there's only a limited time to claim it.

Delaying certain tax moves in retirement can sometimes lock in higher lifetime taxes, limit future options and create costly ...

OPM told federal retirees who requested paper 1099-R forms that the remaining documents were being mailed this week, and should arrive within five days.

Retirees’ tax bills in 2026 will be shaped not just by new deductions but also by changes to income limits and thresholds that affect Social Security, retirement accounts and Medicare premiums.

Even without a tax hike, retirees face higher taxes from forced withdrawals, Medicare penalties, and taxable Social Security. BENTONVILLE, AR, UNITED STATES, January ...

It may not be enough of a reason on its own to make a major move, but it's certainly something to consider.

Now weeks behind schedule, some federal retirees are still waiting on key tax forms to arrive by mail. Others are struggling to contact OPM for assistance.

Some states give multiple tax breaks to retirees. Nine states have no income tax, including Washington, which only taxes high earners' capital gains.

Average state and local tax burden is $7,109 per capita. Some states collect double while others collect half. New York extracts $12,685 per capita annually, 80% above the national average. Tax burden ...