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.
Insurance, Annuities, and Investments
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Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
Understanding 1035 exchanges
Swapping life insurance for long-term care options can be a possibility.
Taxes and retirement: 5 planning tips
Be strategic to lower your tax bill in retirement.
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.
Want tax savings on health care? Consider an HSA
Health savings accounts let you put away pretax dollars for medical expenses.
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.
You may be overpaying your taxes if …
Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.
6 tax breaks for parents
From credits to write-offs, parents have opportunities to lower their tax liability.
5 overlooked tax deductions
Don't leave credits and deductions for your income taxes on the table.
The vanishing alimony tax deduction and divorce planning
Changes in tax law regarding alimony will likely make financial planning for divorce more complex.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
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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