Deciding where to retire is an important choice, and a potentially expensive one. We analyzed data from Bankrate’s “Best and ...

As 2024 came to a close, the White House and Congress approved big giveaways to two subsets of state and local government ...

This article is a part of the 50 states retirement tax-planning series. While the state of California lures travelers ...

Here are the nine states that tax Social Security benefits in 2025: ...

After all, how your retirement income is taxed depends on multiple factors, such as what type of income you receive, federal taxes, and which state you live in. Not all states tax retirement ...

And California is the only state in the U.S. that fully taxes those SBP payments and military retirement income, according to Seyarto. “It is time for California to join the rest of the nation ...

Tier 1 Railroad Benefits are also exempt. However, other forms of retirement income are taxable. There's also a 2.5% California state penalty on early distributions from retirement plans ...

The federal tax agency announced various extensions, credits, and exclusions, including potential penalty-free distributions ...