Latest articles by Evan T. Beach, CFP®, AWMA®
-
Five December 31 Tax Deadlines for Retirees
The end of the year will be here before you know it, so it might be a good idea to start thinking soon about what you need to do for taxes before it arrives.
-
Is There a Best Day of the Year to Retire?
Taking into consideration the time of the month and the time of the year can make a difference in your retirement income.
-
Five Financial Changes That Happen When Your Spouse Dies
Some of these could catch surviving spouses by surprise, so it’s a good idea to know what to expect in case something happens.
-
Five Tax Moves Retirees Should Consider Before Dec. 31
Now is the prime time to start thinking about optimizing your Roth conversions, RMDs, capital gains, Medicare premiums and charitable giving before the end of the year.
-
How the Latest Biden/House Tax Proposal Affects Millionaire Retirees
tax planning The current version of the Build Back Better plan shouldn’t be that scary for retirees with a net worth of $1 million to $5 million. In fact, there could be a pleasant surprise or two for them.
tax planning
