Latest
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How to Structure Retirement Income to Tamp Down Taxes
From Social Security to IRAs and investments, with smart tax planning, retirees can have some control over how much of their income they'll get to keep.
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Should You Keep Your 401(k) When You Retire?
Here are three primary reasons you might want to consider moving your retirement money from your 401(k) to an IRA once you retire.
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Want to Move to Italy? What to Consider Financially
Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits.
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How Will the 2024 Election Affect Your Retirement?
Investors should expect volatility but also try not to overreact to news. To prepare, focus now on tax minimization, protecting your portfolio and more.
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Saving to Be a 401(k) Millionaire? Plan for Taxes Now
Your tax bite in retirement could be excruciating. Here's why super savers need to get serious about protecting themselves.
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Considering a 721 Exchange? Adopt a Buyer Beware Mindset
Having a tax-smart exit strategy for your real estate investment is a great idea, but if a 721 exchange is part of your plan, here's what you need to consider.
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Five December 31 Tax Deadlines for Retirees
The end of the year will be here before you know it, so it might be a good idea to start thinking soon about what you need to do for taxes before it arrives.
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Tax Efficiency Mastery for Financial Success
As you build your wealth, tax considerations are going to become more important in protecting your earnings and staying in good standing with tax authorities.
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How Trump and Harris Might Handle Expiring TCJA Tax Cuts
Election 2024 Many key provisions of the TCJA will expire soon. Here’s why it matters during the 2024 election cycle.
Election 2024
