Retirement
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The Problem With 401(k) Catch-Up Contributions for 2024
Retirement Plans New rules governing certain 401(k) catch-up contributions caused confusion and raised concern.
By Kelley R. Taylor Last updated
Retirement Plans -
How Are Annuity Withdrawals Taxed?
annuities Annuities offer powerful tax advantages and have a few pitfalls (that are avoidable). Here's how to cut your taxes and avoid surprises.
By Ken Nuss Last updated
annuities -
Don't Make These Big Mistakes When Claiming Your Social Security Benefits
New survey reveals that many people don't’ know their full retirement age, aren’t sure the age they are or were eligible for full retirement benefits or take benefits too early.
By Kathryn Pomroy Published
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Ten Tax-Friendly States for Retirees
Retirement Tax If you’re looking for the best place to retire, you may want to consider one of these most tax-friendly states for retirees.
By Katelyn Washington Last updated
Retirement Tax -
What You Need to Know About Taxes in a Gray Divorce
If you're not careful about how assets are divided or sold, you could get hit with a big tax bill.
By Andrew Hatherley, CDFA®, CRPC® Published
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What is the Gift Tax Exclusion for 2024 and 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
Gift Tax -
Focus on These Five Critical Areas in Retirement Planning
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.
By Gaby C. Mechem Published
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Is Downsizing Right for Your Retirement?
The lower costs of a smaller home in retirement might sound appealing, but be ready for the trade-offs that come with making this big decision.
By Lena McQuillen, CFP® Published
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Fell for a Financial Scam? It Might Be Time to Test for Alzheimer's
Falling for financial scams may be an early indicator of Alzheimer's among older adults.
By Elaine Silvestrini Published