Your First Look At 2025 Tax Rates: Projected Brackets, Standard Deductions And More
The U.S. Bureau of Labor Statistics reported that the consumer price index (CPI) increased by 0.2% on a seasonally adjusted basis in...
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RetirementGuy
- Aug 15
- 1 min
Six of the Best Assets to Inherit
If you’re planning to leave your heirs any sort of inheritance with your estate plan, you’re already giving them a valuable financial leg...
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RetirementGuy
- Jul 31
- 1 min
Changes in Retirement Savings Rules to Know Before Year’s End
Investors might be forgiven for not being aware of all of the provisions Congress put into the landmark retirement law it passed more...
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RetirementGuy
- May 9
- 1 min
Tax Loss Harvesting And Your Retirement
As you near retirement, tax strategies become increasingly important not only in your day to day life but also on your investments. An...
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RetirementGuy
- Apr 25
- 1 min
3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA
The Secure Act has eliminated the stretch IRA for most people who are inheriting an IRA or 401(k). Now, beneficiaries who inherit an IRA...
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RetirementGuy
- Apr 25
- 1 min
SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
The SECURE 2.0 Act is a recently enacted significant piece of legislation that has brought about substantial changes to the retirement...
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RetirementGuy
- Apr 11
- 1 min
2024 Tax Brackets, Standard Deductions And Other Inflation Adjustments
The IRS has announced the annual inflation adjustments for the year 2024, including tax rate schedules, tax tables and cost-of-living...
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RetirementGuy
- Apr 11
- 1 min
Tax Tips for Last-Minute Filers
Tax Day is almost here for most people, so you'll want to file your federal income tax return soon to avoid IRS penalties. The last day...
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RetirementGuy
- Mar 14
- 1 min
How Tax-Loss Harvesting Helps to Lower Your Tax Bill
Tax season is here, and many investors are looking at their capital gains and losses in 2023 to determine what they will owe in taxes....
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RetirementGuy
- Mar 14
- 1 min
Brace Yourself for Higher RMDs in 2024
Key Takeaways Money can’t stay in an IRA or 401(k) forever. Your required beginning date, or RBD, is when you have to start taking the...
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RetirementGuy
- Feb 8
- 1 min
Inherited an IRA? Four Things Every Beneficiary Should Know
Inherited IRA beneficiaries should be aware of several important tax considerations — especially considering recent rule changes and...
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RetirementGuy
- Feb 1
- 1 min
Will My Retirement Income Count as Income for Social Security?
Deciding when to take Social Security benefits is one of the most important questions to answer in planning your retirement strategy....
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RetirementGuy
- Dec 21, 2023
- 1 min
'Tis the Season for Charitable Giving's Many Benefits
The holiday season is the perfect time for families to discuss charitable giving. With everyone gathered for holiday get-togethers, an...
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RetirementGuy
- Dec 21, 2023
- 1 min
The biggest changes for retirement coming in 2024
Cooling inflation and a recent stock market surge have delivered a welcome comeback for many retirement savings accounts. Toss in the...
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RetirementGuy
- Dec 7, 2023
- 1 min
What's the Gift Tax Exclusion for 2023?
The gift tax exclusion (a.k.a., the gift tax limit or gift tax exemption) allows you to give money or property each year to family...
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RetirementGuy
- Nov 3, 2023
- 1 min
15 States That Don't Tax Pension Income
Are pensions taxed? Most states tax at least a portion of the income from many types of retirement benefit plans. Your state might have a...
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RetirementGuy
- Oct 19, 2023
- 1 min
Five Strategies to Prevent Regret After Your RSUs Vest
Employees of publicly traded technology companies are familiar with the roller-coaster ride stock prices have been on in recent years. In...
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RetirementGuy
- Oct 12, 2023
- 1 min
Will You Owe Taxes When You Sell Your Home?
One of the more controversial aspects of the tax code in the United States is that it effectively incentivizes homeownership. For...
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RetirementGuy
- Sep 28, 2023
- 1 min
What Will a Government Shutdown Do?
The increasing likelihood of a government shutdown is spotlighting several federal agencies. But the IRS has been in the news lately,...
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RetirementGuy
- Sep 14, 2023
- 1 min
The Problem With 401(k) Catch-Up Contributions for 2024
Under SECURE 2.0, if you are at least 50 years old and earned $145,000 or more in the previous year, you can make catch-up contributions...
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