6 tax breaks for parents
From credits to write-offs, parents have opportunities to lower their tax liability.
Insurance, annuities, and investments
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5 commonly missed tax deductions and credits
Don't leave credits and deductions for your income taxes on the table.
Turning 73? Required minimum distributions explained
The rules for calculating your withdrawals and strategies that may help you mitigate tax implications.
4 moves to consider before filing your tax return
Opportunities to offset prior-year income and capture credits are available until the coming IRS deadline.
Retirement plan contribution limits: Your need-to-know
Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.
Top tax changes for 2023
Here’s how much you can save in a retirement account, claim as a standard deduction, and more.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and financial interests.
6 year-end tax-planning strategies
Some strategies that can potentially help lower your tax bill must be implemented by Dec. 31.
What to do if you get an audit letter from the IRS
Your chances of getting audited are low, but here’s what to do if you fall into the unlucky group.
Estate planning: ‘Tis the season for gifting
Some families should consider taking gift tax exemptions now so their estates can save later.
3 ways to financially prepare when elections, like midterms, loom
No one can tell exactly who will win or what will happen or change, but there are ways to prep.
How to avoid and offset taxes on capital gains
Retirement accounts and deferred tax financial products are possible solutions.
Freelance finances: The tax challenge
The self-employed have a variety of tax deduction opportunities to consider.
How to lower taxable income
These strategies to reduce your taxable income can help you stay in a lower tax bracket.
How life insurance can help supplement retirement income
For some retirees life insurance may provide a useful option to supplement income.
5 reasons why you may need an annuity
Various aims can be accomplished, depending on the type of annuity involved.
The changing notion of a family and its unique financial needs
There’s no place for one-size-fits-all financial advice. Different types of families have different needs.
Roth conversions and market dips
For some, converting a pretax IRA when their portfolio values are down could reduce their tax bill.
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