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.

Christopher Stroup, founder and president of Silicon Beach Financial, shared the following five best tax moves to make before ...

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.

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

Financial advisor Hanna Grichanik explained tax season dos and don'ts for retirees including withdrawal planning, RMDs, ...

Social Security benefits are still considered taxable income in many cases. Will that change soon?

Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes We're the bridge ...

From a new $6,000 deduction to updated income limits that affect Medicare and retirement withdrawals, here’s what retirees ...

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

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 ...

Spousal IRAs allow married couples to boost retirement savings. Here's who qualifies for the strategy.