Maybe the only thing certain about taxes is that they are uncertain. But like any financial risk, you can manage taxes at every stage of your life—whether you are in your prime earning years, in retirement, or planning your legacy. Do you know that a recent Lincoln study showed that nearly one out of every three dollars spent by high-income retirees goes to taxes?*

*Source: Underrated Impact of Taxes on Retirement—Lincoln Financial Group. Published February 2010.


Where to retire—tax considerations
While Federal taxes will be about the same in every state, your state taxes may vary greatly. When considering where to retire, you should know some states are much more tax-friendly than others. Use our interactive tax map to evaluate the tax burden for retirees including income tax, property tax, and sales tax.
Review your options >>
Retire where you live

2010 estate tax changes
Tax specialist Bob Appel discusses recent IRS changes to estate taxes, and the legislation that could impact your will or trust.
Learn more >>
Estate Tax Changes
Free from taxes?
Annually, how many days of work does it take to pay your tax bill? Most Americans do not start working for themselves until at least April 13.
Find your Tax Freedom Day® >>
When are you free from taxes?
Recent legislation impacts more than federal deficits
Learn about the recently signed Statutory PAYGO requirement and how it could affect your income taxes in the very near future.
Watch now >>
PAYGO and your Taxes
Is a Roth conversion right for you?
The Roth Conversion Analyzer* is a calculator Lincoln designed to help you make better-informed decisions about the potential benefits of converting eligible retirement assets to a Roth IRA.
Calculate conversion >>

* State tax treatment for conversions may vary. Consult your tax advisor.
Cost of Waiting Calculator
  • Roth IRA Conversion—New Rules, New Opportunities for Tax-Free Growth
    This flier describes how best to prepare for the Roth conversion opportunity.
    Read more >>
  • Roth IRA Conversions—Beyond the Basics
    Review this flier to help address any potential questions about Roth IRA conversions.
    Read more >>
  • Roth IRA Fact Sheet
    Read this fact sheet for a detailed overview of the new regulations affecting Roth IRA conversions.
    Read more >>
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Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates.
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