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Estate Planning

All Estate Planning articles

Title Date
Who wants to move when they retire?
When to sign up for Medicare
Do you owe the 'nanny tax'?
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 children 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
Planning to retire in 2015? Read this
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
How to save on taxes by donating RMDs
5 real estate mistakes retirees make
How to get the most from an inherited IRA
Gaining tax benefits from stock losses
Common tax mistakes you need to avoid
Medicare Part D: What you'll pay
How to get a better deal from your Medicare plan
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
What if your tax refund is wrong?
IRA rollover ruling stuns advisers and savers
Should I pay off my mortgage?
Can I get an annuity for my mom?
Why your estate plan shouldn't wait

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