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

Estate Planning

All Estate Planning articles

Title Date
Applying for Medicare? Know the rules
2 ways to a more secure retirement
Top 10 retirement cities for football fans
Retire abroad? Ask these questions
3 safe, effective retirement strategies
Tax loss harvesting isn't for everyone
Knowing the rules for 403(b) withdrawal
Should you undo a Roth conversion?
10 great places to consider for retirement
When it's OK to spend your savings
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
A Medicare premium spike ahead?
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
4 mistakes to avoid with stock options
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
How your life insurance can benefit your heirs
What if the IRS audits your return?
Roll over your IRA to your HSA
5 Medicare mistakes you should avoid
'Phased retirement' makes headway
Converting taxable investment accounts
How inherited IRAs work for spouses
When doing nothing is the best tax strategy
Summer job? Don't forget the taxes
How to add a lifetime income stream
How fast is your dollar deflating?
7 valuable lessons from your tax return
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
Will your taxes go up if you marry?
10 ways to waste your tax refund
Marriage and your money after 50
When you put too much in an IRA
Want to work instead of retiring?
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
Americans saving more for health
Tax-friendly states for retirees
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
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
How to improve your investing insight
Broken pension promises?
Social Security strategies for couples
8 common IRA mistakes to avoid
Retirement's changing expectations
Tips for multi-generational living
5 tips for coping with RMDs
When to keep or discard your tax records
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
Why your estate plan shouldn't wait
Video: States where taxes are going up --

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.