Note: This is not an all-inclusive list of potential non-taxable income sources. We’re always emphasizing that up to 85% of your Social Security benefits can be subject to tax. The IRS uses your ...

No one wants to pay more tax than they owe. Building a tax-efficient retirement paycheck means weighing options, running ...

House Republicans have included a proposal in their tax bill to provide a $4,000 deduction for individuals ages 65 and up.

For example, if you receive benefits due to a disability, different rules may apply. Furthermore, if you have other types of ...

Here are the 41 states (along with Washington, D.C.) that don't tax Social Security benefits. See if your state is among them: The nine states below do tax Social Security benefits. If your state is ...

For example, a California resident who buys a New York municipal bond would pay California income tax on that interest. These tax laws vary by state. For instance, some states, such as Wisconsin ...

You may be able to manage this by using Roth accounts, getting income from non-taxable sources or ... of your Social Security income is taxable. For example, if you get $36,000 a year ($3,000 ...

If you align your income appropriately, you can potentially pay no taxes on your Social Security benefits and reduce your tax bill significantly. The case studies below show you an example of how ...

An example of this would be if a lender looks at gross income for all its applicants, but doesn't treat taxable income differently than non-taxable income. This could disproportionately impact ...