Managing taxes during retirement might be the single most critical factor influencing your retirement lifestyle. As you transition from working for an income to
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As you approach retirement, it's important to be aware of potential taxes that could affect your healthcare costs, particularly if your income exceeds certain
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As Arthur Godfrey once said, "I'm proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money."
If you own company
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Health Savings Accounts (HSAs) offer tax benefits that can help you save for future healthcare costs. But how do you access the funds for out-of-pocket medical
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When you opened your Roth IRA account, you may have assumed all distributions would always be tax-free. This, however, is a common misunderstanding that can
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Are you worried about remembering to take your required minimum distributions (RMDs) each year once you hit age 73? If you’re a traditional IRA account owner
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The opportunity cost argument surrounding Roth conversions suggests that an opportunity is lost by paying the conversion tax upfront instead of investing it
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With recent changes under the SECURE Act and SECURE Act 2.0, there are more exceptions than ever before to access retirement accounts early without the 10%
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When inheriting a loved one’s retirement assets, estate beneficiaries are often subject to a heavy tax burden. If the estate is subject to both federal estate
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Increasing healthcare costs is one of the top concerns among Americans today. One option to consider to help pay for these costs is through a Health Savings
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Have a tax refund headed your way? Before splurging on that big-ticket item you’ve had your eye on, consider these quick tips for potential investment in your
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Whether seeking to reduce your taxable income in 2024 or throughout your retirement future—it’s important to identify opportunities to maximize retirement
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