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Should I Sell or Rent My House When I Relocate for Retirement?
This decision isn’t easy, thanks to investment, tax and other considerations. Let’s explore the implications of each.
When Estate Planning, Don’t Let Mistakes Thwart Your Wishes
Should you work with an attorney to write your will, or can you do it yourself? That depends on a number of things, including where you live.
How to Prepare For a Hurricane and Other Natural Disasters
It's natural to worry about the effect of hurricanes, wildfires, and other natural disasters on your home. Get ready for whatever might come your way.
By Eileen Daspin • Published
Estate Planning Tips: How to Pick POAs, Health Surrogates and Trustees
estate planning Before you add to your estate planning documents the names of the people you want to carry out your wishes, consider these tips.
By Richard M. Ricciardi Jr., Esq. • Last updated
The SECURE 2.0 Act’s Five Biggest Winners
Almost anyone planning for retirement wins with the SECURE 2.0 Act provisions, but some people could be bigger winners than others.
By Pam Krueger • Published
9 IRS Audit Red Flags for Retirees
retirement Seniors: certain actions can increase the chances of the IRS giving your tax return a closer look.
By Joy Taylor • Last updated
After-Tax 401(k) Contributions: Pros and Cons
401(k)s Three types of people could benefit from taking advantage of the after-tax 401(k) contributions option in their company’s retirement plan.
By Vishal Jain • Last updated
Managing a Concentrated Stock Position: Too Much of a Good Thing
It can be a great problem to have, except for the tax implications. Here are some common ways to keep tax liability in check.
By Chris Creed, CFP®, CPWA® • Published
Retirement Planning That May Help You Enjoy Your Second Childhood
Given inflation, rising interest rates and a possible recession, how can near-retirees feel confident that their planning will ensure a fun and secure retirement?
By Ken Moraif, MBA, CFP®, CRPC® • Published
Social Security Spousal Benefits After Divorce: Is Income Disparity OK?
When mediating a divorce settlement, a 50-50 split of assets isn’t always equitable when Social Security benefits are taken into account.
By Chris Chen, CFP® • Published
Estate Planning? Four Strategies for Leaving Assets to Your Heirs
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.
By Indrika Arnold, CFP® • Published