Latest
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The Downside of Delaying RMDs
Thanks to the SECURE 2.0 Act, the age for required minimum distributions is going up. However, don't automatically assume you'll benefit from this change.
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Catch-Up Contributions to Retirement Accounts Boosted By SECURE Act 2.0
Americans approaching retirement age can now squirrel away more money in IRAs, 401(k)s, and other retirement accounts.
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Retirement Saver's Tax Credit Converted to "Saver's Match"
President Biden has signed legislation that turns the Saver's Credit into a government match to your retirement plan contributions.
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New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
Making Your Money Last The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
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IRS Delays New Form 1099-K Rules on Payments From Venmo, PayPal, and Other Apps
After facing considerable backlash, the IRS is now treating 2022 as a "transition period" for the $600 threshold for sending 1099-K forms.
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10 Least Tax-Friendly States for Retirees
retirement Retirees in these states are likely to have a higher overall state and local tax burden than retirees in other states.
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10 Most Tax-Friendly States for Retirees
retirement If you live in one of these tax-friendly states for retirees, your retirement savings could last longer.
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Most-Overlooked Tax Breaks When Filing Taxes After Divorce
Divorce Filing taxes after a divorce can add to an already long list of challenges. But there are some tax breaks that might help ease the transition.
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5 Tax-Smart Charitable Giving Strategies for Retirees
There’s still time this year to do well by doing good, and there are still tax advantages to be had in charitable donations by retirees. Act soon, though!
