Insurance, annuities and investment accounts
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Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
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Last minute tax tips
Opportunities to offset prior-year income and capture credits are available until the April 17 deadline.
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Retiring early? Possible ways to tap savings but sidestep penalties
Learn how to retire early without paying penalties on retirement account distributions before age 59½.
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Married to a non-citizen? 3 estate planning traps
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
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Freelance finances: The tax challenge
The self-employed have a variety of tax deduction opportunities to consider.
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Understanding 1035 Exchanges
Swapping life insurance for long-term care options can be a possibility.
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Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
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Putting a Social Security ‘bonus’ to work
High-income earners who reach the tax limit can use their bigger paychecks for financial gain.
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The changing notion of a dependent
Who they are and their financial needs are varied in today's modern family.
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Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
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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.
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The executive bonus that keeps on giving: Insurance
An executive bonus plan is a way to reward key employees using life insurance.
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