Latest
-
Five Windows of Opportunity for Roth Conversions
When you convert a traditional IRA to a Roth IRA matters if you want to limit how much you pay in taxes.
-
Is an Annuity Worth It? Tax Pros and Cons
Retirement Knowing how an annuity might impact your tax situation can be confusing. Here are some advantages and downsides to consider.
Retirement -
Does Kansas Tax Social Security Benefits?
Social Security The Sunflower State’s new tax package will have a widespread impact on retirees and young families. Here’s what you can expect.
Social Security -
Four Social Security Myths Debunked
With so many headlines surrounding Social Security these days, what is fact and what is fiction? For instance, will the program really run out of money?
-
$1 Million for Retirement or a Longer Life?
Half of those surveyed prefer adding $1 million to their retirement account over adding five healthy years to their lives.
-
Retire in 2024: Costa Rica Named Top Retirement Destination
Best Countries to Retire 2024: Costa Rica Tops the List
-
Should You Change Your Estate Plan Before the Election?
You might need to modify your estate plan before the election — or at least before a new administration.
-
When Should Retirees Consider a Donor-Advised Fund?
Charitable giving in retirement isn't right for everybody. But in certain situations, a tax-efficient donor-advised fund (DAF) may be well worth considering.
-
Seven Reasons You Should Retire in California
Think you might want to retire in California? Here are seven reasons to consider.
