Apollo’s asset management and investment strategies promise strong returns. Find out why APO stock could benefit from a ...

Welcome to Money Diaries where we are tackling the ever-present taboo that is money. We’re asking real people how they spend their hard-earned money during a seven-day period — and we’re tracking ...

Every state taxes retirement income a bit differently. More often than not, the way retirement income is taxed can impact a person’s decision on where to spend retirement. Discover More ...

Thirteen states don't tax any retirement income, including Social Security benefits, 401(k) withdrawals, IRA withdrawals, and pension benefits. Nine of those states don't have any state income tax.

But could you have a much easier time if you're retired? Yep. It's true: These 13 states don't tax retirement income. Unfortunately, you won't be able to completely avoid paying income taxes.

While these thoughts are common when people think about retirement income, it is important to consider whether they might be too optimistic, as they could lead to complacency and hinder adequate ...

If you have earned income, you can save for retirement in a tax-advantaged saving option, like an Individual Retirement Account (IRA). But ERISA doesn’t apply to IRAs, because they didn’t ...

I last wrote on Realty Income (NYSE:O) about a month ago ... This brings me to the following chart (taken from a Nareit analysis). My interpretation of the data is that REIT’s historical ...

Just above the middle class are the upper-middle-class retirees, whose net worth ranges between $201,800 and $608,900. They tend to have more diversified investments, a robust retirement fund, and ...

The big advantages are mostly for those close to retirement Amy Fontinelle has more than 15 years of experience covering personal finance, corporate finance and investing. Ebony Howard is a ...

Funds grow tax-deferred, and retirement distributions will be taxed at your ordinary income tax rate for that year. Additionally, distributions made before age 59 1/2 will be subject to a penalty.

This series is designed to help investors replace roughly 80% of their income in retirement (including an assumption that investors take Social Security at age 65). That leads to a glide path that ...