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RETIREMENT INCOME TAX STRATEGIES
Capital gains on debt funds and bonds updated: What changes for Tax Year 2026For many investors, debt products like debt mutual funds, debentures, listed and unlisted bonds, market linked debentures still hold utmost...- Social Security tax by state in 2026: Which 8 states tax retirement benefits, where can retirees keep more of their benefits, and how much could you owe the IRS?Social Security benefits are not tax-free for every retiree in 2026. Just over half of beneficiaries are expected to pay federal income tax...
- Cement trader deposits Rs 14.74 lakh during demonetisation, gets tax notice over Rs 5.72 lakh unexplained cash; wins case in ITAT CuttackMr. Patra, a cement trader from Balasore, encountered problems with the Income Tax Department over cash deposits that were deemed unexplain...
- Need ₹8 lakh a year in retirement? Know the ideal withdrawal rate for your ₹2-crore corpus
- Your Social Security check faces a 22% cut risk: The funding shortfall that could cost retirees $2,700 a yearSocial Security’s 2032 warning: Millions of retirees could receive smaller monthly checks if the retirement trust fund runs out of reserves...
- Retirement planning: How young investors beyond metros are building a savings habitRetirement planning in India is gaining momentum among consumers aged 26 to 50 years as they begin saving early. This trend is evident as t...
- Why a 9% personal inflation rate could change your retirement corpus calculationsEquity can fall 30-40% in a bad year, so money needed in the next few years must never sit there. A conservative investor may hold less. Fe...
- Taxpayers fret over loose ends in amnesty scheme, seek CBDT clarity on foreign asset disclosure rules as deadline nearsMany taxpayers are unsure if they need to report various accounts due to ambiguous regulations. Clarification is being sought from the Cent...
- Social Security benefits at risk in 2032: Will 35 new Senators prevent a 22% cut?Social Security benefit cuts 2032: Social Security faces a potential 22% benefit cut in 2032 as its retirement trust fund is projected to r...
- Rs 48 lakh in cash received from the sale of two properties, paid capital gains tax but received an income tax notice; taxpayer wins the case in ITAT Cuttack for this reasonMr. Purushottam residing in Kabisurya Nagar, encountered a penalty for accepting cash payments linked to his property sales. He sold two pr...
- Rs 8.02 lakh leave encashment tax exemption denied: Retired employee wins case in ITAT SuratRetiree Mr. Patel from Bharuch, Gujarat, sought a complete tax exemption on Rs 8.02 lakh of leave encashment. Initially, his company certif...
- Social Security payroll tax cap rises to $192,300 in 2027: How much more will high earners pay from their paychecks, who will be affected, and what does it mean for your take-home pay?Social Security taxes will take a bigger bite out of some high earners' paychecks in 2027. The taxable income limit is rising to $192,300 f...
- Farmer bought land at less than stamp duty value, got income tax notice; How DVO report helped him win Rs 18.24 lakh tax dispute in ITAT SuratMr. Desai, encountered difficulties with the Income Tax Department after purchasing land for a price less than the stamp duty value. The In...
- A record 769,000 Americans now have $1 million in their 401(k). Here’s how much they saveAs of late June, an impressive 769,000 people had exceeded $1 million in their workplace retirement accounts. Fidelity revealed that the av...
- Titan's jewellery, watches, Eyecare businesses post strong Q2 growth; net profit more than doublesTitan Company experienced significant growth in its various segments, particularly in jewellery and watches. The jewellery division generat...
- Warren Buffett’s retirement income strategy: How a 90/10 rule could help a 65-year-old turn $600,000 into monthly incomeFor a 65-year-old with a traditional IRA of $600,000, adopting Warren Buffett’s 90/10 investment strategy is a practical choice. This appro...
- CBDT issues new clarification on BSNL-MTNL VRS-2019 compensation: Will it affect retirees' income tax benefits?The CBDT issued a notification clarifying that ex-gratia compensation for BSNL and MTNL VRS-2019 is not retrenchment compensation. This com...
- Social Security benefits warning: Will retirees lose $500 a month when the retirement trust fund runs out in 2032? What the latest forecast means for your monthly checksThe Social Security retirement fund is projected to exhaust its reserves by the end of 2032 without any legislative intervention. If change...
- 5 best places to retire in the US in 2027: Affordable homes, warm weather and quality of lifeMidland in Michigan ranks as the top retirement destination due to affordable housing and amenities. Homosassa Springs in Florida offers a ...
- Want to build wealth, invest smarter, and secure your financial future? Discover ET Wealth Expo 2026The ET Wealth Expo 2026 scheduled for October 30 and 31 in Mumbai, brings together financial enthusiasts to delve into wealth-building, pro...
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