• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Estate Planning

All Estate Planning articles

Title Date
Planning your retirement tax strategy
Getting more out of this tax season
How to navigate the rules of retirement distributions
5 tax ideas for a down market
Consider lump-sum pension payouts carefully
IRAs and taxes: How charitable donations help you too
Why the federal budget deficit is heading higher
How to get guaranteed retirement income for life
The ins and outs of MRDs for baby boomers
Good reasons to re-evaluate your will
Tax breaks for life's big events
8 tax moves to make in January
New tax rules: What you need to know
Tips to improve your financial life in 2016
Best places to retire abroad in 2016
Get ready for retirement health care costs
10 tips for smart senior living in 2016
The secret to a happier life: Just retire
Estate planning: Adjust to rising rates
How to get your tax paperwork organized
Give your home to your children tax-free
Get your retirement plan back on track
How the new tax deal affects you
Tax issues that matter most in 2016
Pay off your mortgage while rates are still low?
How to stay on top of your finances as you age
Popular tax breaks that could go away
How much you'll really need in retirement
Tax planning tips for vacation home owners
Charitable donations: Stocks vs. cash
7 smart ways to lower your taxable income
6 ways to ease the tax hit from college costs
Head off squabbles among your heirs
A look at the 'next-generation' retiree
Millennials estate planning blunders
Land your dream job in retirement
Surprising bills you can negotiate
When MLPs come with a tax surprise
Lock in tax-free retirement income
A withdrawal plan for the next 20 years
Year-end tax moves to make now
If you want to live well in retirement …
4 ways for retirees to cut 2015 taxes
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)
5 surprises that could hurt you
5 ways to preserve hard-earned wealth
How to plan for a happier retirement
What you should know about Social Security
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
6 best part-time jobs for retirees
3 steps to an earlier retirement
Saving more, but not ready to retire
Tax complications for inherited IRAs
What to do if you find a tax mistake
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
Why your estate plan shouldn't wait
Video: Tax-friendly places to retire --
Tax-friendly places to retire --
Tax breaks overlooked by new retirees --
Video: States where taxes are going up --
Middle-class tax break: Deduct your traditional IRA --

Published by Fidelity Interactive Content Services

Content for this page, unless otherwise indicated with a Fidelity pyramid logo, is published or selected by Fidelity Interactive Content Services LLC ("FICS"), a Fidelity company with main offices in New York, New York. All Web pages that are published by FICS will contain this legend. FICS was established to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications and FICS-created content. Content selected and published by FICS drawn from affiliated Fidelity companies is labeled as such. FICS selected content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity or any third-party. Quotes are delayed unless otherwise noted. FICS is owned by FMR LLC and is an affiliate of Fidelity Brokerage Services LLC. Terms of use for Third-Party Content and Research.