Latest
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The Best Way to Defer RMDs (and Their Tax Bills): QLACs
Concerned about RMDs? Worried about outliving your retirement savings? A qualified longevity annuity contract defers some RMDs and guarantees lifetime income.
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Kiplinger Readers' Choice Awards 2024: Tax Software
Kiplinger Readers' Choice Awards The results of the Kiplinger Readers’ Choice Awards' best tax software category. Our awards celebrate the very best products and services in personal finance.
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These Are the Key Decisions You Need to Make for Retirement
These important issues are all connected and can affect your taxes, likely setting them at a certain level for the rest of your retirement.
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Want a Vacation Home? Three Ways the Math Can Work
You might not see much in the way of tax breaks on a vacation home, but these three tax considerations could make a difference.
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The Do’s and Don’ts of Inherited IRAs
When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?
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Six Steps to Appeal Your Property Tax Bill
Property Tax As home values increase nationwide, property taxes are also on the rise.
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Six Custom Tax Planning Tips for High-Income Individuals and Families
Tax planning is a multifaceted process that requires a personalized approach, especially for high-income individuals and families.
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Three Reasons It May Look Like You Love the IRS More Than Your Family
Consider these strategies to avoid overpaying taxes on your hard-earned money. Your family will thank you for it. (And you’ll thank yourself.)
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What to Know Before You Inherit an IRA
Managing the taxes that come with an inherited IRA takes smart planning, especially since the SECURE Act eliminated the 'stretch IRA' game plan for most folks.
