taxes
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States with the Highest Income Tax Rates for Retirees
State Tax You may reconsider living and retiring in one of these states due to high taxes.
By Kate Schubel Last updated
State Tax -
Get TurboTax for Up to 30% Off at the Amazon Big Spring Sale
Do your taxes for less thanks to this Amazon Big Spring Sale deal on TurboTax software.
By Rachael Green Published
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Seven Common Tax Preparation Mistakes (and How to Avoid Them)
Don't let the dark cloud of tax time hang over your head this year.
By Kiplinger Advisor Collective Published
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What Retirees Need to Know About Taxes
Take steps to avoid a surprise tax bill and underpayment penalties.
By Sandra Block Published
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Tax Advantages of Oil and Gas Investments: What You Need to Know
Tax incentives allow for deductions and potential tax-free earnings — benefits accessible only to accredited investors in small producer projects.
By Daniel Goodwin Published
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Charitable Contributions: Five Frequently Asked Questions
Make the most of your good intentions by understanding the ins and outs of charitable giving. A good starting point is knowing what's deductible and what isn't.
By Stephen B. Dunbar III, JD, CLU Published
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Taxes in Retirement: What ESOP Participants Need to Know
Most Employee Stock Ownership Plans (ESOP) participants transfer company stock to an IRA starting around age 55, so taxes on that money have been deferred.
By Peter Newman, CFA Published
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Six Tax Breaks That Get Better With Age
Tax Breaks Depending on your age, several tax credits, deductions, and amounts change — sometimes for the better.
By Kelley R. Taylor Last updated
Tax Breaks -
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