Estate planning can be complicated — and not just for wealthy people. Though the word “estate” is often associated with the upper class, an estate is anything that will ...
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Taxes
The new tax legislation offers unique opportunities to make smart financial moves and save on taxes, especially for people nearing or in retirement with significant savings. Read more ...
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Comments Off on Thanks to the OBBB, Now Could Be the Best Tax-Planning Window We’ve Had: 12 Things You Should Know
Here’s how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes ...
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Many people, such as President Donald Trump and many members of Congress, are excited about what they refer to as the “Big Beautiful Bill.” Others are not happy at all. ...
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“You need a clear bucket plan to avoid sequence of returns risk and minimize your tax bill. Here’s what I mean: when markets fall during the first few ...
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Comments Off on ‘The most overlooked threat to retirement success.’ Here’s what 12 financial pros say is their No. 1 piece of retirement advice
Once you turn 50, and especially after age 65, you may qualify for extra tax breaks. Older people get a bigger standard deduction, and they can earn more ...
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Retirees settling into their golden years may be considering the idea of a new home. Most often, a new home means taking on a new mortgage in retirement. ...
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WASHINGTON — The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2025 has increased to $23,500, up from $23,000 for 2024. The ...
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Monsters under the bed aren’t the only thing keeping older adults awake at night. So are fears about retirement, and for good reason. Retirement isn’t cheap; it can ...
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Comments Off on Home Retirement Retirement-planning Sleep Better in 2025: Slay These Four Retirement Fears
Now that Donald Trump has been elected president, many individual investors are wondering what that means for their money. The markets rallied last week on news of Trump’s win, with the Dow Jones ...
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