It often comes as a surprise to many retirees, but a portion of your Social Security benefits may...
How Taxes Impact Your Social Security Benefits in Retirement
How Taxes Impact Your Social Security Benefits in Retirement
Learn how Social Security benefits may be taxed and discover recent changes that could affect your retirement income planning.
July 14, 2025
2
min read
The "One Big Beautiful Bill": Key Changes and What They Mean for Your Finances
The "One Big Beautiful Bill": Key Changes and What They Mean for Your Finances
Explore the major changes in the new tax bill, its impact on financial planning, and the broader economic implications for investors and households.
July 8, 2025
3
min read
Navigating Taxes in Retirement: What You Need to Know
Navigating Taxes in Retirement: What You Need to Know
Learn about the various taxes that can impact your retirement income and how to plan for them effectively.
June 11, 2025
1
min read
The Overlooked Retirement Strategy That Could Save You Thousands
The Overlooked Retirement Strategy That Could Save You Thousands
Smart tax planning in retirement can save you thousands. Learn key strategies like managing RMDs, optimizing Social Security, and using the right withdrawal sequence.
May 6, 2025
2
min read
The 2025 Tax Season is Over — Now What?
The 2025 Tax Season is Over — Now What?
Optimize your retirement tax strategy now with these steps to reduce next year’s tax bill. Plan ahead for a smoother financial future.
April 23, 2025
2
min read
Lending Money to Children in Retirement
Lending Money to Children in Retirement
Learn the pros and cons of lending money to children in retirement, and how to structure loans to avoid tax pitfalls while ensuring financial security.
April 8, 2025
2
min read
Clean Up Your IRS Act
Clean Up Your IRS Act
March is "Clean Up Your IRS Act" Month! Get organized for tax season with tips on documents, deductions, credits, and tax-advantaged accounts.
February 25, 2025
2
min read
Keep Taxes Low in Retirement with These Simple Strategies
Keep Taxes Low in Retirement with These Simple Strategies
Learn how to keep your tax burden low in retirement with these simple strategies, from managing tax-advantaged accounts to planning for required minimum distributions.
February 17, 2025
1
min read
Before the Ball Drops: Year-End Tax Strategies to Maximize Savings
Before the Ball Drops: Year-End Tax Strategies to Maximize Savings
Maximize your tax savings before year-end with strategies like Roth conversions, tax-loss harvesting, gain harvesting, and charitable giving.
October 30, 2024
2
min read
Posts about Taxes (2):
Congress recently passed a major tax and spending bill that President Trump signed into law on July...
If there’s one area of retirement that often gets dumped into the “I’ll think about it when I have...
When people think about retirement planning, they often focus on the obvious: investment...
“Neither a borrower nor lender be” wrote Shakespeare in Hamlet. But sometimes, we have no...
March is "Clean Up Your IRS Act" Month: Time to Get Your Taxes in Order!
When pondering income in retirement, it’s easy to focus primarily on what’s coming in, not what’s...
As the year draws to a close, it’s essential to evaluate your financial situation and take...