When it comes to retirement, you need to have enough money coming in to cover your expenses and meet your goals without running the risk of depleting your nest egg. However, not all forms of retirement income are the same in the eyes of the IRS. Some can be partially or even fully taxable, and some can impact the way your Social Security benefits are taxed. And that’s just for starters.

Year-End Financial Planning Checklist
Americans are notorious for overspending when the holiday season rolls around, and while that may be good for the economy in the short-term, it often