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Why Today’s Retirees Need to Pursue Tax-Minimization Strategies

By National News
July 2, 2021
IRAs are the name of the game for today’s retirees. While they come with helpful tax breaks for savers, pulling money out in retirement comes with major tax ...
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Featured Retirement Taxes

How President Biden’s Tax Proposals Could Affect Your Retirement Plan

By National News
May 14, 2021
Biden’s proposal would equalize the tax benefits of saving for retirement by instituting a refundable tax credit for contributions into a traditional retirement plan such as a 401(k), ...
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Income Money Retirement Taxes

Should I pay off my mortgage early?

By National News
April 30, 2021
There are a lot of factors to consider when deciding whether to pay your mortgage off early. Before making any financial decisions, make sure you step back and ...
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Featured Retirement Taxes

Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds

By National News
April 2, 2021
There are a lot of pieces to the retirement tax-planning puzzle, but lucky for you, that means you have a lot of options to help control your taxes. ...
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Retirement Taxes

Joe Biden’s tax plan, explained

By National News
March 30, 2021
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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Featured Taxes

Be Ready for Big Changes: 2021 Tax Planning

By National News
February 19, 2021
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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Featured Money Taxes

Comment: Navigating equity markets in the year ahead

By National News
February 5, 2021
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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Featured Social Security Taxes

The Social Security tax cap kicks in at this salary figure in 2021

By National News
January 29, 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 Taxes

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

By rnonline
January 15, 2021
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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Featured Retirement Taxes

Year-end Financial and Retirement Planning Tips

By National News
December 11, 2020
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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