The key benefit for investors is the tax treatment, though. Municipal bond interest is exempt from federal taxes. And if you ...

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or possibly avoid required minimum distributions (RMDs) and income taxes later ...

Changes to tax laws are reshaping how Social Security, pensions and withdrawals are taxed—and some retirees are quietly ...

John Stevenson reports that 32.8% of near-retirees lack a tax plan, leaving many unprepared for unexpected retirement tax ...

A retirement account should protect money from taxes, not accidentally invite them in for dinner. Yet thousands of people create surprise tax bills every year simply because one small move went ...

Sometimes, deferring taxes on an account's income or growth isn't all it's cracked up to be.

Californians are getting texts and letters about a proposed ballot initiative that says it would protect retirement and ...

In a recent interview with former U.S. Comptroller General David M. Walker, he made something clear: Social Security is under ...

Giselle M. Cancio has over 10 years of editorial experience and content development in personal finance, education, travel, and sports. Her work has been published on NerdWallet, the Associated Press, ...

As the big day approaches, Globe Advisor and Globe Investor have teamed up to offer advice on how to maximize returns, find ...