Latest
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Five Reasons Some Financial Planners Avoid Tax Planning
They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered.
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Benefits of Permanent Life Insurance in Your Estate Plan
Liquidity and tax-free benefits can bring peace of mind to policyholders, and the healthier and younger you are when you get it, the better.
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Don't Wait: Make Your Year-End Money Moves Now
Now is a great time to minimize your upcoming tax bills, get your RMDs in order and make sure your investments are on track for a prosperous new year.
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10 Financial Situations Where You Might Want to Consult a Professional
There’s no shame in asking for help, especially when it comes to your finances.
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Repeal the Death Tax? These Are the Taxing Trade-Offs
Getting rid of the death tax (aka the estate tax) might sound like a great idea, but more people could pay higher taxes under the capital gains tax regime.
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Three Reasons to Consider Roth Conversions in Your Peak Earnings Years
It might seem counterintuitive, but there are scenarios in which it would make sense to lock in lower marginal tax rates.
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How High Interest Rates Enhance a Type of Charitable Trust
Before interest rates are cut, potential donors might want to consider a CRAT, which optimizes benefits for both the donor and the charity when rates are higher.
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How a Roth Conversion Can Spare You From Medicare’s IRMAA and Taxes
If you've been a good saver and face large required minimum distributions (RMDs), then you need to plan for how to head off or limit higher Medicare premiums.
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Five Things You Must Do to Retire With Confidence
Making sure you won't run out of money once you retire starts with taking these simple but important steps.
