Taxes

These 12 year-end tax tips for retirement will help you minimize your 2024 taxes and reduce future tax bills.

QCDs are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises. 

Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase.

There are a lot of potential Roth IRA mistakes to be made: 1) Not doing it, 2) Not knowing the rules, 3) Timing, 4) Poor planning, 5) Overlooking spouse… and more!

Yes. You might pay taxes on Social Security. Learn what to expect (federal, state and work penalties) and explore ways to reduce the expense.

Are you “lucky” enough to have to worry about #3? Did you remember #5? Explore all 10 tips on this tax season checklist.

Are you in a tax friendly state for retirees? Explore the best states for taxes and review the income and sales tax rates in all 50 states.

Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.

The Boldin Retirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.

Gaining insight into your Adjusted Gross Income can pave the way for a prosperous and tax-smart financial future.

Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes.

Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings.

A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.

Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.

Roth conversions are a hot topic. Let’s make sure that the basics are covered: Find out what they are, how they work, and when or how to use them.

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

Retiring before 59.5? Discover how to make penalty free withdrawals from your retirement accounts to help fund your early retirement.

Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.

See the impact of new 2023 and 2033 RMD ages on your projected retirement plans. Your taxes, income, and Roth strategies may have changed.

There are big retirement planning changes with passage of the Omnibus Spending Bill, including the SECURE Act 2.0. See how you are impacted.

Are RMDs desired income or a cost? Either way, preserve wealth with these 6 strategies for minimizing taxes on your withdrawals.

What is a Roth Conversion? Backdoor IRA? A Roth Conversion is when you convert money that you have in a traditional IRA to a Roth IRA. This is sometimes called a backdoor Roth IRA because instead of investing money in a Roth, you are converting money. With a conversion, you can get around both the…

As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.

As summer ends and the economy continues to reopen, there has been a lot of significant economic news. Here are 10 recent headlines and what each of them means for your money. Some of these headlines report on events that have happened. Others are anticipating future events. Each may have a significant impact on your…