spending in retirement
Latest
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Retirees Should Watch These Four Key Tax Changes in 2025
Tax Changes This year brings key tax changes that could affect your retirement taxes and income.
Tax Changes -
No Social Security Tax Changes in Trump’s 'Big Bill'? What Retirees Need to Know
Tax Policy Eliminating taxes on Social Security benefits is missing from President Trump’s tax overhaul. Here’s why and what an alternative offering could mean for retirement taxes.
Tax Policy -
Big Tax Deduction Increase Proposed for Those Over Age 65
Tax Deductions A new bipartisan bill and a tax plan from the House GOP could mean bigger retirement tax savings to offset taxes on Social Security and high prices.
Tax Deductions -
Washington State Tax Guide 2025
State Tax Washington State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
State Tax -
Indiana Tax Guide 2025
State Tax Indiana state tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
State Tax -
Avoid Estimated Tax Payments in Retirement With RMD Withholding
RMDs If you don't need the money to live on, wait until December to take your RMD, and ask the sponsor to withhold a big chunk for the IRS.
RMDs -
Coverdell ESAs vs. 529 Plans: Which Should You Choose?
Savings Accounts These savings accounts can offer tax benefits for school and retirement expenses. Here’s how.
Savings Accounts -
Beyond 401(k)s: How Millennials Are Ditching Gen X Retirement Strategies. Will It Pay Off?
Sorry, Gen X, when it comes to saving for retirement, the younger generation views it differently.
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Retirement Income Funds to Keep Cash Flowing In Your Golden Years
Retirement income funds are designed to generate a reliable cash payout for retirees. Here are a few we like.
