retirement
9 Tax Deadlines for May 17 (Tomorrow Isn't Just the Due Date for Your Tax Return)
9 Tax Deadlines for May 17 (Tomorrow Isn't Just the Due Date for Your Tax Return)
Between due dates for extension requests, IRA or HSA contributions, and other deadlines, there's more to do by tomorrow's tax deadline than just filin…
May 16, 2021
33 States with No Estate Taxes or Inheritance Taxes
33 States with No Estate Taxes or Inheritance Taxes
Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
May 13, 2021
Taxes in Retirement: How All 50 States Tax Retirees
Taxes in Retirement: How All 50 States Tax Retirees
We rated every state, plus Washington, D.C. on how retirees are taxed. We considered taxes on Social Security and other retirement income, tax exempti…
May 13, 2021
Yes, You Can Collect Social Security from an Ex-Spouse: Here’s How
Yes, You Can Collect Social Security from an Ex-Spouse: Here’s How
It’s always smart to maximize your Social Security benefits, and if you are divorced, one way to do that might be to take them based on your ex’s earn…
May 13, 2021
Updated Exclusive Social Security Benefits Forecast: COLA Likely to Jump to 4.5% in 2022
Updated Exclusive Social Security Benefits Forecast: COLA Likely to Jump to 4.5% in 2022
This would be the largest cost-of-living adjustment for Social Security benefits since 2008.
May 12, 2021
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Caregivers Should Consider These Tax Breaks
Caregivers Should Consider These Tax Breaks
Caring for a spouse or a parent can be stressful emotionally and financially, but there are a number of tax breaks that you could benefit from.
May 12, 2021
There's Still Time to Fund Your IRA and Cut Your Taxes
There's Still Time to Fund Your IRA and Cut Your Taxes
Although you need to act quickly, you still have time to make a 2020 IRA contribution and lower your tax bill.
May 11, 2021
13 States That Tax Social Security Benefits
13 States That Tax Social Security Benefits
You may have dreamed of a tax-free retirement, but if you live in these 13 states, your Social Security benefits are subject to a state tax. That's on…
May 11, 2021
The 10 Least Tax-Friendly States for Military Retirees
The 10 Least Tax-Friendly States for Military Retirees
Unfortunately, some states aren't very generous when it comes to helping retired veterans at tax time.
May 11, 2021
How the Social Security Earnings Test May Affect Your Retirement
How the Social Security Earnings Test May Affect Your Retirement
If you start taking Social Security benefits before your full retirement age and decide to continue working, you need to understand how the earnings t…
May 11, 2021
The Odds Say Long-Term Care May Be in Your Future: Are You Prepared?
The Odds Say Long-Term Care May Be in Your Future: Are You Prepared?
There are options other than long-term care insurance, so it’s a good idea to examine your options sooner rather than later.
May 11, 2021
HSA Contribution Limits and Other Requirements
HSA Contribution Limits and Other Requirements
Annually adjusted contribution limits, health plan minimum deductibles, and limits on out-of-pocket medical expenses must be met if you're covering he…
May 10, 2021
HSA Contribution Limits for 2022 Are Out
HSA Contribution Limits for 2022 Are Out
The IRS released the contribution limits, annual deductibles for health plans, and out-of-pocket expense limits for 2022 health savings accounts.
May 10, 2021
8 Money-Smart Ways to Spend Your Tax Refund
8 Money-Smart Ways to Spend Your Tax Refund
Since this year's tax deadline was pushed back to May 17, many people are just now filing their tax return. That means there are a lot of tax refunds …
May 10, 2021
Is an Annuity a Good Choice for You? Questions to Ask
Is an Annuity a Good Choice for You? Questions to Ask
Find out if you’re a good candidate for an annuity, and if so, which kind you might want to consider.
May 10, 2021
20 Dividend Stocks to Fund 20 Years of Retirement
20 Dividend Stocks to Fund 20 Years of Retirement
Each of these high-quality dividend stocks yields roughly 4%, and you can expect them to grow their payouts even more. That's a powerful 1-2 combo for…
May 7, 2021
Annuities: How They Could Work for You
Annuities: How They Could Work for You
No doubt, investing in annuities can be a tough call for the active investor. But there comes a time when relinquishing some control in exchange for r…
May 6, 2021
What's Your Strategy for Maximizing Your Social Security Benefits?
What's Your Strategy for Maximizing Your Social Security Benefits?
Deciding when to start taking your Social Security benefits can have significant financial consequences. Here are some of the factors you should think…
May 6, 2021
Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?
Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?
In our experience, many have saved enough money to retire comfortably. Yet too many worry about their money running out and want more. Maybe it’s tim…
May 6, 2021
3 Retirement Fairy Tales on Social Media: To Be Happy, Don’t Believe Them!
3 Retirement Fairy Tales on Social Media: To Be Happy, Don’t Believe Them!
The secret to a happy retirement can’t be found in the smiling fairy tale you see on Facebook. The fact is, while retirement has its joys, it also has…
May 4, 2021
Saver's Credit: A Retirement Tax Break for the Middle Class
Saver's Credit: A Retirement Tax Break for the Middle Class
Your retirement contributions could be the key to a lower tax bill.
May 3, 2021
Estate-Planning Your Stuff with T. Eric Reich
Estate-Planning Your Stuff with T. Eric Reich
What to do with the house, the vacation house and the china? We talk with a financial adviser who's got some wise counsel. Also, who makes up the so-c…
May 2, 2021
How Might Archegos’ $10 Billion in Losses Affect Your Retirement?
How Might Archegos’ $10 Billion in Losses Affect Your Retirement?
Could derivatives cause the next financial crisis like they did in 2008? I’m seeing some very troubling signs.
May 1, 2021
What Happens to Your Digital Assets When You Die?
What Happens to Your Digital Assets When You Die?
Those special photos, memorable emails and your stash of cryptocurrency could be forever lost if you don’t have a plan for how to transfer them to you…
May 1, 2021
The Challenges and Joys for Grandparents Raising Grandkids
The Challenges and Joys for Grandparents Raising Grandkids
Grandparents, who are unexpectedly caring for grandchildren, face a number of legal and financial obstacles. It's essential they seek out support.
April 30, 2021