Latest Articles
Tax (2)17 Articles
Wed, Oct 4, 2023
Should You Make Catch-Up Contributions?
Catch-up contributions can be excellent financial tools for investors who need to, well, catch-up. However, they can also be a useful financial tool, even if you already are on track to have a financially comfortable retirement.
Tue, Sep 26, 2023
Tax-Advantaged Ways to Gift Money to Heirs
Consider these 3 ways to gift money to your heirs—without racking up your tax bill.
Wed, Sep 20, 2023
The Tax Cuts and Jobs Act Will Go Away after 2025. Here’s How to Prepare.
Several tax cuts and exemptions could disappear overnight when the Tax Cuts and Jobs Act goes away after 2025. So, what should you do? Plan ahead, and discover the actions you can take now to ease the burden later.
Wed, Sep 13, 2023
Planning to Do a Backdoor Roth IRA? Here's How to Get Your Tax Reporting Right
Don’t let your backdoor Roth IRA backfire on you! Make sure you have the correct documents and process in place when it comes time to report your backdoor Roth IRA to the IRS—here’s what you’ll need, and how to do it.
Wed, Jul 5, 2023
3 Ways to Lower Income Tax in Retirement
How can you make the most of your retirement income sources, minimize your tax bill, and keep more of what YOU earned? Here are 3 ways.
Wed, Jun 28, 2023
Timing is Everything: When Should YOU Take Social Security?
You can start collecting your monthly retirement paycheck from Social Security between 62 and 70 years old. Eight years is a wide window…so consider these major factors as you decide when to claim your benefit.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.