Seth Hanlon continues CAP’s new weekly series on the country’s biggest tax breaks by looking at the $142 billion expenditure for retirement savings. Retirees Jim and Evelyn Burke pose at their Gulf ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. (CNN) — Having financial flexibility in ...

As people who work for a living, we’ve all been told about the virtues of tax-deferred retirement plans -- those 401(k)s, 403(b)s and IRAs, Roth and regular. I apologize for asking such a rude ...

Most people this time of year gather up their tax-related documents while preparing to file their annual return and think about how they could possibly pay less tax. For some people, it is one of ...

Americans over the age of 73 with tax-deferred retirement accounts need to be thinking about next year’s required minimum distribution (RMD). That’s the amount of money the government requires you to ...

Last week, we looked at three former federal employees who all made the same error when completing form RI 92-19, FERS Application for Deferred or Postponed ...

Until inflation came on the scene, many retirees were simultaneously obsessed with two key issues, at least with respect to their finances: First, making sure they didn’t outlive their assets; and ...

Many of you may be mulling whether or not to leave federal employment under the Jan. 28 “Fork in the Road” offer from the Office of Personnel Management. If you are eligible for retirement, you may ...