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2 Ways Retirees Can Defuse a Tax Bomb (It’s Not Too Late!)
If you’re retired and find yourself sitting on a “tax bomb,” you may think there’s nothing you can do. But two strategies could seriously reduce your taxes in retirement.
How Much Will You Pay Yourself in Retirement?
Beyond building your nest egg, understanding your ‘paycheck’ when you retire is key. The good news: There are many innovative strategies to help with that.
Best States for Trusts: How to Choose One That’s ‘Trust-Worthy’
To minimize taxes, protect assets and give you and your beneficiaries greater control, 7 states stand above the rest when it comes to trust laws.
By Dan Flanagan, CPA/PFS, CFP®, AEP® • Published
401(k) Contribution Deadline is December 31
Don’t forget the year-end deadline for making the 2022 max 401(k) contributions that can increase your savings for retirement and help lower your tax bill.
By Kelley R. Taylor • Last updated
5 Common Estate Planning Mistakes to Avoid
Overlooking an important step or making a blunder can derail all your careful planning, leaving your heirs and beneficiaries with a headache-inducing challenge.
By Jack R. Hales Jr., J.D. • Last updated
Selling in a Down Market Could Wreck Your Retirement
Running out of money is a retiree’s nightmare, but there are things you can do to protect yourself.
By Kelly LaVigne, J.D. • Published
5 Tax Deadlines for October 17
tax deadline Many taxpayers know that October 17 is the due date for filing an extended tax return, but there are other tax deadlines on this date.
By William Neilson • Last updated
Medicare Costs to Go Down in 2023
Retirement Lower-than-expected spending on an expensive drug and other things means beneficiaries will pay less next year.
By Elaine Silvestrini • Last updated
HSA Contribution Limits and Other Requirements for 2022 and 2023
health savings accounts If you're covering health care costs with an HSA, contribution limits and other requirements that are adjusted for inflation each year must be satisfied.
By Rocky Mengle • Published
6 Retirement Wealth Strategies to Start Young, Finish Strong
To build a nest egg that will see you through retirement, it helps to start young. Here are six steps to get going.
By Alvina Lo • Published
Yes, You Can Sign Up for Medicare While You’re Still Working
And your wallet might thank you — for many, Medicare is a better deal than their company’s health insurance.
By Bethany Cissell • Last updated