Latest articles by Brian Vnak, CFP, CPA
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QCDs: Use This Tax Strategy to Get More From 2018 RMDs
Tax Breaks Under the new tax law, those taking RMDs can get a tax break even without itemizing by giving to charity. Here's how qualified charitable distributions can pay off beyond good deeds.
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4 Ways Retirement Savers Can Help Reduce Their RMDs
taxes You're proud of the nest egg you've built in your IRA and 401(k), but are you prepared for the tax bill that will come with it when the time for required minimum distributions arrives? Here are four ways to ease that pain.
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Working Part-Time in Retirement Can Be Tricky
retirement Keeping a hand in the workforce after retirement can be richly rewarding (in a couple of key ways). However, it can also complicate your finances.
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How Saving Too Much Money Could Actually Backfire
retirement If you’re blindly pumping so much into savings for the future that you aren’t enjoying today, then maybe you’re going too far. Stop and do the math to see what you actually need. You might be surprised.
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4 Actions to Take If You’re Retiring in 2017
Financial Planning Months before you walk away, gold watch in hand, there are some steps to take to maximize your benefits, take care of taxes and pave the way for a happy and harmonious retirement.
