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Most-Overlooked Tax Breaks for Seniors and Retirees
Tax Breaks Unfortunately, seniors over age 65 often miss tax-saving opportunities that are available to them. Don't let that happen to you.
12 Cheapest Small Towns in America 2022
real estate Affordable small towns might not be for everyone, but their charms put them among the best places to live for plenty of folks.
By Dan Burrows • Last updated
What You Need to Know About Calculating RMDs for 2023
required minimum distributions (RMDs) If you don’t need to live on your RMDs, then 2022’s market downturn could have a bright side: lower RMDs for 2023 and therefore lower taxes.
By Chris Gullotti, CFP® • Last updated
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.
By David McClellan • Published
An RMD Deadline is Approaching Quickly – And Missing It Could Cost You Big Bucks
If you're age 72 or older, take your required minimum distribution now to avoid a big penalty or a double-dip next year.
By Rocky Mengle • Published
Roth IRA Contribution Limits for 2022
Roth IRAs Now's the time to make sure you've contributed the right amount to your Roth IRA.
By Jackie Stewart • Last updated
10 Best Benefits for Military Members and Their Families
savings Service members face a range of threats – from the lethal to the financial. An array of military benefits and programs are meant to offset some of the risk for them, their spouses and their families.
By Lisa Gerstner • Last updated
Tax Changes and Key Amounts for the 2022 Tax Year
tax law Americans are facing a long list of tax changes for the 2022 tax year. Smart taxpayers will start planning for them now.
By Rocky Mengle • Last updated
Are There Cracks in Your Pension Plan?
retirement You're counting on pension benefits in retirement. But how secure is your pension plan? We offer some guidance, including a pension calculator, to help you find out.
By Alina Tugend • Last updated
401(k) Contribution Deadline
Year-end is the common deadline for making max 401(k) contributions that can increase your savings for retirement and help lower your tax bill.
By Kelley R. Taylor • Last updated