Latest
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Avert a Tax Surprise in Retirement: Get Ready With a Roth
Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.
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What to Do With Your 401(k) When You Leave Your Job
Instead of cashing out or leaving your 401(k) account behind, consider consolidating your savings in your new employer's plan. Here's how.
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Is a Roth Conversion for You? Seven Factors to Consider
The taxes you’re facing on your tax-deferred retirement savings don’t have to be so daunting. Check here to find out if you're a candidate for a Roth conversion.
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How Net Unrealized Appreciation Helps Save More of Your Retirement Savings
If you have employer stock in your 401(k), net unrealized appreciation is a strategy to minimize your taxes.
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How to Report QCDs on Your Tax Return: The Tax Letter
The Tax Letter Qualified charitable distributions, otherwise known as QCDs, can be tricky when it comes to tax reporting. We've got some pointers to help with filing.
The Tax Letter -
Estate Planning For Singles
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy. Here's how.
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Six Financial Actions to Take the Year Before Retirement
Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.
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11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
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What to Know Before Splitting 401(k) Assets in a Divorce: The Tax Letter
The Tax Letter Splitting 401(k) assets in a divorce can lead to unintended tax consequences, there are ways to avoid financial penalties.
The Tax Letter
