Taming the tax tangle if you’re retiring soon
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a […]
Estate Planning, Retirement, Taxes
Estate Planning
Estate Planning, Retirement, Taxes
Do you have questions about taking IRA withdrawals?
We’ve got answers Once you reach age 73, tax law requires you to begin taking withdrawals — called Required Minimum
Estate Planning, Retirement, Taxes
Maximize your 401(k) in 2025: Smart strategies for a secure retirement
Saving for retirement is a crucial financial goal and a 401(k) plan is one of the most effective tools for
College Costs, Estate Planning, Investment, Taxes
6 tax-free income opportunities
Believe it or not, there are ways to collect tax-free income and gains. Here are some of the best opportunities
Estate Planning, Taxes
Are you liable for two additional taxes on your income?
Having a high income may mean you owe two extra taxes: the 3.8% net investment income tax (NIIT) and a
Estate Planning, Taxes
Six tax issues to consider if you’re getting divorced
Divorce entails difficult personal issues, and taxes are probably the farthest thing from your mind. However, several tax concerns may
Estate Planning, Taxes
Planning your estate? Don’t overlook income taxes
The current estate tax exemption amount ($13.61 million in 2024) has led many people to feel they no longer need
Estate Planning, Retirement, Taxes
Certain charitable donations allow you to avoid taxable IRA withdrawals
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you
Estate Planning, Retirement, Taxes
Social Security tax update: How high can it go?
Employees, self-employed individuals and employers all pay Social Security tax, and the amounts can get bigger every year. And yet,
Estate Planning, Taxes
House rich but cash poor? Consider a reverse mortgage strategy
Are you an older taxpayer who owns a house that has appreciated greatly? At the same time, you may need