Taxes on Retirement Income - MarketWatch

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News and advice on how to minimize your tax liability in retirement

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Why small business owners may want to file taxes AFTER July 15 deadline

If your business entity’s federal income tax return awaits completion, you may have more flexibility than you thought.

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More Headlines on Taxes

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Here are the most important coronavirus-related federal tax relief measures to know ahead of the July 15 tax deadline

Some of the new rules are retroactive back to 2013.

by Bill Bischoff
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There is more to picking a place to retire than low taxes — avoid these 5 expensive mistakes

It starts with the hidden cost of moving. And then moving more than once.

by CD Moriarty
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Loaning money to a family member? Don’t raise these red flags with the IRS

Weird and unwanted tax complications can arise when you make a below-market loan to a family member.

by Bill Bischoff
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Why isn’t everyone investing in a Roth?

A Roth IRA can be a great idea — in some situations

by Dan Moisand
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I have a rollover IRA and need some help figuring out retirement-plan contributions

How to choose between the rollover IRA and the Roth?

by Dan Moisand
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It’s a tough time for small businesses. This tax strategy could help yours survive and thrive

Your new or existing venture may be eligible for ‘qualified small business corporation’ status.

by Bill Bischoff
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My dad left me his IRA when he died, is there a way to share it with my siblings?

This could be a big undertaking

by Dan Moisand
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A traditional 401(k) is better than a Roth 401(k) — except in this surprising situation

A traditional 401(k) has the advantage of more options later on, but a Roth may be the smarter choice for big savers.

by Nick Maggiulli
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When can I take money out of my Roth IRA tax-free?

Two 5-year rules come up with Roth IRAs

by Dan Moisand
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How to avoid a 10% bite when you dip into your retirement funds

Taxes may still get you

by Kenn Tacchino
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Is Suze Orman right? Is a traditional IRA really the wrong way to invest for retirement?

Financial advisers weigh in on the personal finance guru’s latest warning about individual retirement accounts, and how to use them.

by Alessandra Malito
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2020 looks like an unprofitable year for rental properties. How to handle the taxes

If your rental property throws off tax losses, things can get complicated.

by Bill Bischoff
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Did quarantining hasten the end of your marriage? If so, avoid these tax pitfalls

Getting divorced can be a major financial transaction with major tax consequences.

by Bill Bischoff
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Can I use tax-loss harvesting to offset my required IRA withdrawal?

This technique doesn’t work for everyone

by Dan Moisand
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My dad left his IRA to me when he died, but I want to share it with my siblings

This could be a big undertaking

by Dan Moisand
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Working for yourself? Open your eyes to this great deal from the IRS

Solo 401(k)s and SEP-IRAs are freebies for self-employed savers

by Brett Arends
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How to avoid a 10% penalty when you dip into your retirement funds

You may still have a tax bite

by Kenn Tacchino
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All about the Roth IRA

Even if you can’t get one, you can use the backdoor

by Blake Skadron
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Stimulus checks are a mere Band-Aid for Americans — amid fears of an even bigger economic crisis than the Great Recession

Economic impact payments would cover less than half of the average family’s monthly expenses, a new study found.

by Quentin Fottrell
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I ran the tax numbers for a semi-retired life, and they look amazing

Semi-retirement allows you to earn a substantial amount of income and pay little in federal income taxes.

by Chris Mamula