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When markets take a spill especially when it comes to your retirement investments it s harder to find ways to meet your financial goals If you were relying on IRA or 401 k withdrawals to cover your expenses doing so...
Taxes are a common concern for people in retirement You might be wondering how to start thinking about your tax strategy so you aren t taxed more than you need to be These three scenarios can help start the conversation...
You ll likely have several sources of income in retirement that can be taxed such as IRA distributions and Social Security benefits But do you have any after tax buckets that you can use strategically in retirement to help reduce...
When we think of major retirement expenses we often consider housing healthcare and that trip of a lifetime we ve been dreaming about for years But we often fail to consider what could potentially be our biggest expense taxes Many...
As we approach Tax Day you may be gathering your important documents and preparing to file or file for an extension Once you have everything sorted out it s important to consider how your tax situation could change as you...
Taxes could be one of your biggest expenses in retirement But once you have an estimate for your tax burden in retirement you can consider ways to minimize it The first step towards creating a tax minimization strategy in retirement...
When we think of milestone birthdays we often think of ones that are already behind us like 18 and 30 But there are plenty of important birthdays ahead of you especially as you near and enter retirement Starting at age...
Tax Day is April 18th this year due to the Emancipation Day holiday in Washington D C on the 15th This is a good time of year to review your finances and think about your long term tax strategy Tax...
Before you know it Tax Day will be here so it s best to start getting ready now Beyond your tax bill this year don t forget about your tax bill in the future even in retirement Taxes don t...
Here come the holidays and everything that goes with them traveling cooking buying gifts and of course spending time with the people we love Even though it s a busy time of year when finances can end up taking a...
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