Latest
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Debunking 6 Social Security Retirement Myths
Get the facts on how the Social Security program works for retirees.
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Getting Started on Estate Planning: Key Actions to Take
Sponsored Use this checklist to create an estate plan that reflects your goals and values.
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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.
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This Double-Dip Trust Benefit Really Is Too Good to Be True
Let's clear up the confusion among some trust makers and taxpayers over how grantor trust status affects the step-up in basis and estate tax exclusion.
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How to Structure Retirement Income to Tamp Down Taxes
From Social Security to IRAs and investments, with smart tax planning, retirees can have some control over how much of their income they'll get to keep.
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Four Key Elements of a Good Estate Plan
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals.
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Social Security Expands Access To SSI Benefits
Social Security just expanded access to Supplemental Security Income (SSI) benefits and reduced the administrative burden for low-income households.
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3 Changes Coming for Social Security in 2025
Use these three changes in Social Security to plan ahead for 2025.
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What You Need to Know About Calculating RMDs for 2024
required minimum distributions (RMDs) As the end of 2024 nears, it's important to know how to calculate your required minimum distributions (RMDs) if you haven't taken them already— and be prepared for them to be higher this year than they were in 2023.
required minimum distributions (RMDs)
