National Insurance
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7 CARES Act Tax Breaks for Businesses
Tax Breaks No matter what business you're in, there's probably at least one CARES Act tax breaks that can improve your bottom line and help you stay afloat.
By Joy Taylor Published
Tax Breaks -
A Financial Adviser Shops for Her Own Disability Insurance
Smart Buying Follow along to learn about the decision-making process for how much and what kind of coverage you might need for yourself.
By Joelle Spear, CFP® Published
Smart Buying -
6 Tax Strategies for Retirement
retirement Taxes are one thing retirees tend to have a little control over, as long as they do some serious planning.
By Scot Landborg Published
retirement -
15 States With a "Marriage Penalty" in Their Tax Brackets
taxes Of course, you marry for love...but the financial benefits of marriage are nice, too.
By Rocky Mengle Published
taxes -
Some Self-Employed Taxpayers Get a Big Break Under New Law
Tax Breaks The new tax law allows many self-employed workers to deduct up to 20% of qualified business income.
By Sandra Block Published
Tax Breaks -
The Ultimate Tax and Retirement Strategy for High Earners
retirement Everyone's heard of pension plans, but have you heard of a cash balance plan? It’s a way to sock away large amounts of cash for retirement on a tax-deductible basis.
By Paul Sundin, CPA Published
retirement -
3 Tax-Planning Mistakes Retirees Too Often Make
retirement Tax-cutting strategies change once you retire, and some ideas that helped while you were working no longer apply once you start taking Social Security and RMDs. Don't make these three common mistakes.
By Paul Sundin, CPA Published
retirement -
Retirement Income Strategies for the 1%
Making Your Money Last It's a good problem to have, but the nation's wealthiest folks have a few extra challenges to address when making decisions about their withdrawal plan in retirement.
By Evan T. Beach, CFP®, AWMA® Published
Making Your Money Last -
How Working in Retirement Affects Social Security Benefits
retirement A paycheck can temporarily reduce Social Security payments if you're drawing benefits before your full retirement age.
By Kimberly Lankford Published
retirement