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Our panel of experts have identified these 12 credits, deductions and more as worth particular attention this year.
February 1 -
To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.
September 10 -
Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.
February 24 -
Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.
February 20 -
While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.
February 4 -
While there are strategies to help reduce risk, clients should recognize the order of investment returns is crucially important, an expert writes.
January 23 -
“By and large, many simply have not yet saved enough to retire comfortably.”
January 3 -
This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.
December 27Commonwealth Financial Network -
Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.
November 8 -
Retirees often only take distributions when they are forced to do so because of the IRS’ RMD rules, an expert says.
October 16