Latest
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Avert a Tax Surprise in Retirement: Get Ready With a Roth
Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.
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A Challenging Retirement Plan Mission: Not Impossible
A reader makes a request that at first appears not achievable, but with some maneuvering of the retirement income plan building blocks, we find it can work.
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Is a Roth Conversion for You? Seven Factors to Consider
The taxes you’re facing on your tax-deferred retirement savings don’t have to be so daunting. Check here to find out if you're a candidate for a Roth conversion.
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Three Strategies for Small Businesses to Reduce Taxes
Small businesses can lower their tax liability by taking advantage of tax breaks, tax credits and charitable donations. Here are some options.
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The Three Basic Components of a Good Estate Plan
Getting your estate in order so everyone knows what you want when the time comes can save your loved ones confusion and stress.
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How to Use Your Estate Plan to Save Tax Now: A Timely Update
Consider an upstream basis trust and a general power of appointment for an older family member to reduce capital gains taxes on highly appreciated assets.
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Six Financial Actions to Take the Year Before Retirement
Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.
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Six Ways to Ensure Your Business Is Ready Come Tax Time
Proper preparation throughout the year will keep you from getting caught off guard when payments are due.
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Seven Steps to Plan for Every Aspect of Retirement
It’s more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too.
