Be strategic to lower your tax bill in retirement.
Insurance, Annuities, and Investments
Health savings accounts let you put away pretax dollars for medical expenses.
Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.
Don't leave credits and deductions for your income taxes on the table.
Opportunities to offset prior-year income and capture credits are available until the coming deadline.
From credits to write-offs, parents have opportunities to lower their tax liability.
Learn how to retire early without paying penalties on retirement account distributions before age 59½.
Various aims can be accomplished, depending on the type of annuity involved.
The rules for calculating your withdrawals and strategies that may help you mitigate tax implications.
Some strategies that can potentially help lower your tax bill must be implemented by Dec. 31.
No one can tell exactly what will happen or change, but there are ways to prep.
Retirement accounts and deferred tax financial products are possible solutions.
The self-employed have a variety of tax deduction opportunities to consider.
These strategies to reduce your taxable income can help you stay in a lower tax bracket.
For some retirees life insurance may provide a useful option to supplement income.
Sometimes paying a mortgage during retirement can be financially viable.
Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.