As healthcare costs continue to rise, finding ways to manage and pay for medical expenses has become a growing concern for many Americans. One strategy worth
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If a tax refund is headed your way, you might be thinking about how to spend it. Before splurging on that big-ticket item you’ve had your eye on, why not
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As you plan for your retirement goals in 2025, it’s important to identify opportunities to maximize your retirement savings. Whether you're looking to lower
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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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