RETIREMENTGUY

The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per...

Saving money for retirement is only part of ensuring a financially secure future. The other half involves making smart decisions about...

While presidential policies matter, policies never move markets uniformly Will the policies of the Biden Administration have a negative...

Use the 2021 W-4 Tax Withholding Calculator and optimize your paycheck tax withholdings and update your W-4. Input your information in...

THE IMPACT OF THE pandemic along with low tax rates makes 2021 an opportune time to convert a traditional individual retirement account...

Retirees with low incomes or whose only source of income is Social Security generally don't pay income tax on their Social Security...

Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...

Many people who save money in traditional 401(k)s, Individual Retirement Accounts (IRAs) or other tax-deferred investment vehicles do so...

For the most part, trusts don’t pay taxes on their income, instead passing the income through to the trust beneficiaries. But when they...

One of the most effective avenues to a secure retirement is appropriate tax management. CIO John Cunnison points out strategies that...

I have been working a long time on retirement planning that creates more and safer income for retirees. So long, in fact, that I...

Thanksgiving is behind us, and the end of the year will be here soon. (Many of us are truly thankful for that!) This is a good time to...

As you likely know, every time you get a paycheck: 7.65% of your wages are subtracted from your paycheck and go to Social Security and...

If you’re lucky enough to win the lottery or have a pension plan, you may need to decide whether you want to take your earnings in a lump...

October is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning...

When the coronavirus sent stocks tumbling in March, it was a perfect time to convert a traditional retirement account into a Roth. But if...

According to a recent GALLUP survey, 63% of Americans plan on working part-time in retirement. And I think that makes a lot of sense....

Additional time and faster refunds for FEMA-designated disaster areas When the federal government declares a location to be a major...

[From Bob's Library] The Motley Fool 3 Maurie Backman There's a reason workers are advised to save aggressively for retirement. Though...