Be strategic to lower your tax bill in retirement.
Insurance, Annuities, and Investments
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
Health savings accounts let you put away pretax dollars for medical expenses.
Learn how to retire early without paying penalties on retirement account distributions before age 59½.
Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.
From credits to write-offs, parents have opportunities to lower their tax liability.
Changes in tax law regarding alimony will likely make financial planning for divorce more complex.
Some strategies can potentially help lower your tax bill must be implemented by Dec. 31.
You want to be able to transfer your assets to the next generation with as little red tape as possible.