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Estate Planning

All Estate Planning articles

Title Date
Land your dream job in retirement
Surprising bills you can negotiate
Lock in tax-free retirement income
A withdrawal plan for the next 20 years
If you want to live well in retirement …
Health savings accounts and Medicare
4 ways for retirees to cut 2015 taxes
Don't overlook this tax deduction
How to use donor-advised funds
How to minimize the retirement tax hit
Too much free time in retirement?
Steps to take 5, 10 and 20 years before retirement
Pros and cons of new deferred income contracts
Invest or pay off the mortgage?
How state taxes affect your retirement
Retire early? Here's how
Withdrawal options for your 401(k)
Ease the tax bill on IRA distributions
5 surprises that could hurt you
5 ways to preserve hard-earned wealth
Medicare drug plan costs rising
4 ways to tame retiree medical costs
How to plan for a happier retirement
What you should know about Social Security
How to plan your retirement withdrawals
Donor-advised funds for a tax break
Unpopular taxes that Congress keeps around
Withdrawal rules for retirement accounts
Applying for Medicare? Know the rules
2 ways to a more secure retirement
Top 10 retirement cities for football fans
Inherited IRA? Avoid these mistakes
Retire abroad? Ask these questions
3 safe, effective retirement strategies
Knowing the rules for 403(b) withdrawal
Should you undo a Roth conversion?
10 great places to consider for retirement
A new strategy for leaving IRAs to your heirs
Don't let generosity derail your retirement goals
5 retirement regrets to avoid
10 summer tax moves to make now
Summer rental? Don't forget the taxes
One simple step toward happiness: Retire
Why you might owe estate taxes
10 states where taxes are going up
Mistakes to avoid when buying a retirement home
Why childless seniors need a safety net
Estate planning to dos
6 best part-time jobs for retirees
3 steps to an earlier retirement
Renting vs. buying in retirement
How to delay MRDs in retirement
Social Security tips for divorced retirees
The value of summer jobs for teens
Beware a costly Medicare surprise
Saving more, but not ready to retire
Tax complications for inherited IRAs
8 smart mid-year tax moves
Treat Social Security like a bond?
What to do if you find a tax mistake
How to prepare for financial emergencies in retirement
Converting taxable investment accounts
How inherited IRAs work for spouses
When doing nothing is the best tax strategy
How fast is your dollar deflating?
Will an inheritance help you retire?
Retirees go for less in Social Security
How to handle the new investment tax
Retirees go for less in Social Security
Want to work instead of retiring?
What to do if your tax refund is wrong
One reason to delay Social Security
Americans saving more for health
Planning your 403(b) withdrawals
Living on less in retirement
Tax records to keep and toss
What to do with a $60,000 gift
Letter from the IRS? Don't panic
What to know about money at your age
Who wants to move when they retire?
Switch spousal Social Security benefits?
Money moves to build a legacy
Why guaranteed returns can be costly in retirement
Plan your retirement moves now
How to turn a hobby into a tax break
How properly defined dependents can pay off
Giving your home to your child tax-free
The tax perks of charitable giving
Steps to protect stock-sale tax losses
What to do about a stolen tax refund
The effect of ID theft on your taxes
Combining retirement savings with tax benefits
U.S. still lags in retirement security
10 tax breaks you don't want to miss
Red flags that may trigger a tax audit
What to expect this tax season
5 best cities for aging well
Why IRAs are now better than ever
How to protect retirement income
6 advantages of Roth IRAs
Broken pension promises?
Social Security strategies for couples
Why your estate plan shouldn't wait
Video: Tax-friendly places to retire --
Video: Why open a Roth IRA --
Why open a Roth IRA --
Tax-friendly places to retire --
Video: States where taxes are going up --

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