The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
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As you approach retirement, it's important to start thinking about how RMDs will affect your finances. And even if retirement is far in the future, it’s
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On December 31, 2025, the 2018 Tax Cuts and Jobs Act (TCJA) is scheduled to expire. The expiration of these tax rules will add additional uncertainty to an
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While the loss of a spouse if terribly upsetting, there are a number of action items the surviving spouse will need to address. Unfortunately, the IRS does not
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Downside protection is a crucial element in an investment portfolio, particularly for retirees, due to the unique financial circumstances they face. Retirees
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When it comes to the fees you pay an advisor, are you getting Asset Management or Wealth Management? What's the difference between the two? Read on to learn
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How can higher earners increase their retirement savings TAX FREE? The Mega Backdoor Roth Strategy has gained significant attention as a powerful tool for high
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Understanding when and how to claim Social Security benefits isn’t always straightforward, especially if you plan to continue working. While you can start
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Unless you have enough money to live off just the interest of your portfolio, you will need to choose between a systematic withdrawal plan and utilizing
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Would you enjoy your retirement more in the U.S. or abroad?
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As parents, we strive to equip our children with the knowledge and skills they need to navigate the complexities of adulthood successfully. One crucial aspect
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2023 has defied expectations so far this year... here is my outlook for the remainder of the year.
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