Freelance finances: The tax challenge
The self-employed have a variety of tax deduction opportunities to consider.
Insurance, Annuities, and Investments
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How to avoid moving into a higher tax bracket
These strategies to reduce your taxable income can help you stay in a lower tax bracket.
How life insurance can help you in your retirement
For some retirees life insurance may provide a useful option to supplement income.
Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
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.
Taxes and life insurance – FAQs
Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary.
Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
Life Insurance: 3 income tax advantages
Whole life insurance offers an income tax-free death benefit as well as deferred cash value growth.
Life insurance premium options: Which one is right for you?
Life insurance policies can have a range of premium choices. And there are advantages and disadvantages to each.
3 points to know about the SECURE Act's retirement rule changes
Retirement rule changes are going into effect. Here are the essential areas to look at.
Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
How to put a Social Security ‘bonus’ to work
High-income earners who reach the tax limit can use their bigger paychecks for financial gain.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
The vanishing alimony tax deduction and divorce planning
Changes in tax law regarding alimony will likely make financial planning for divorce more complex.
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