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Estate Planning

All Estate Planning articles

Title Date
10 worst states for retirement
10 ways to waste your tax refund
Marriage and your money after 50
When you put too much in an IRA
You may have already overpaid 2015 taxes
What to do if your tax refund is wrong
One reason to delay Social Security
Converting money from IRA to Roth
What to do if you made a mistake on your taxes
Americans saving more for health
Tax-friendly states for retirees
Relocate or renovate in retirement?
9 worst Social Security mistakes
How to calculate cost basis of old stocks
Tax tips for last-minute filers
Planning your 403(b) withdrawals
'Wealth tax' still hits the middle class
When the IRS can keep your refund
Living on less in retirement
How to donate complex assets
Beware tax hit on foreign accounts
Tax records to keep and toss
3 ways to trim your 2014 tax bill now
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
When to sign up for Medicare
Why guaranteed returns can be costly in retirement
Clock ticking on unclaimed refunds
Plan your retirement moves now
The advantages of tax selling – and buying
How to increase your retirement income
What you should know about funding IRAs
How to turn a hobby into a tax break
Tips to ease homeowner tax bite
How properly defined dependents can pay off
5 secrets to a successful retirement
Giving your home to your child tax-free
Updating estate plans after a divorce
10 unusual state taxes from around the U.S.
Get next year's tax refund now
The tax perks of charitable giving
Steps to protect stock-sale tax losses
Answers to your retirement distribution questions
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
The tax-smart way to use 529 funds
Avoid tax hazards that can cost you money
10 tax breaks you don't want to miss
Good reasons to keep on working
Red flags that may trigger a tax audit
8 retiree-friendly services at no cost
How Obamacare affects your tax returns
5 easy ways to boost your cash flow
What to expect this tax season
5 best cities for aging well
Tax breaks new retirees shouldn't miss
Why IRAs are now better than ever
How to protect retirement income
6 advantages of Roth IRAs
How to improve your investing insight
Broken pension promises?
Don't miss the RMD deadline
How to boost your retirement paycheck
Social Security strategies for couples
Tax breaks on hold at year-end
14 red flags that can trigger a tax audit
8 common IRA mistakes to avoid
Retirement's changing expectations
5 best cities to spend your golden years
Tips for multi-generational living
Taking separate paths to retired life
Reverse mortgages: Are they worth it?
5 tips for coping with RMDs
When to keep or discard your tax records
A new path to tax-free IRA conversions
'Temporary' taxes you're still paying
Year-end moves to cut your 2014 tax bill
Are my Roth IRA distributions subject to the 10% tax penalty?
It's never too early for estate planning
5 real estate mistakes retirees make
Common tax mistakes you need to avoid
10 year-end moves to consider
Pay off your mortgage before you retire?
Reverse mortgage? Be careful
How to report 401(k) and IRA rollovers to the IRS
6 risks that can ruin your retirement
Your money: What your adult children should know
Financial moves for early retirement
Why you should check your Social Security statement
3 ways to combat inflation
4 ways to approach retirement income
Why tax holidays need a holiday
Fighting investment fraud
3 taxes it's OK to hate
10 steps to get ready for retirement
How retiring boomers will transform the economy
Get tax-smart with your finances
10 midyear tax moves to make now
IRS adopts a bill of rights for taxpayers
Retire at home? How to make it work
Inflation: How to protect your nest egg
IRS shouldn't outsource collection
6 biggest risks to your retirement
What to do with an inheritance after 65
Why your estate plan shouldn't wait

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