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Retirement Taxes

Joe Biden’s tax plan, explained

The ink is barely dry on President Joe Biden’s $1.9 trillion Covid-19 relief bill, and the conversation is already shifting to some of the next items on his legislative agenda ...
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Fed sees stronger economy and higher inflation, but no rate hikes

The Federal Reserve on Wednesday sharply ramped up its expectations for economic growth but indicated that there are no interest rate hikes likely through 2023 despite an improving outlook and ...
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Be Ready for Big Changes: 2021 Tax Planning

Some fear that these tax increases will be retroactive to January 1, 2021, which is certainly possible. The last time a significant tax increase was enacted retroactively was ...
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Comment: Navigating equity markets in the year ahead

We have just concluded a tumultuous year for asset markets. In March, equities endured volatility reminiscent of levels previously seen during the global financial crisis. What followed thereafter ...
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The Social Security tax cap kicks in at this salary figure in 2021

Some people are investing in their retirement without even realizing it. If you have a traditional job, you pay 6.2% of your salary per year in Social Security ...
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Money Retirement

Should You Ditch Your Workplace Retirement Plan?

It may sound counterintuitive, but stashing funds in your workplace retirement plan could actually make it more challenging for you to retire. Some workplace plans are great while ...
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Money Retirement Taxes

When Roth Conversions Are the Right Move – and When They Aren’t

Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be a mistake for others. Read ...
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Opinion: How retirement planning needs to change in the new year

Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...
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Featured Retirement Taxes

Year-end Financial and Retirement Planning Tips

From Roth IRA conversions and taxes to employee benefits and your 2021 budget, here’s your checklist of easy, smart money strategies. Read more at The Street ...
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Featured Retirement Taxes

4 Year-End Moves to Help Retirees Breathe Easy in 2021

The end of the year is the perfect opportunity to look at your finances and make adjustments. Whether you are newly retired or have spent years in retirement, ...
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