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Estate Planning

All Estate Planning articles

Title Date
3 steps to easier taxes next year
How to spend that tax refund
Who inherits your 401(k)?
IRA rollover ruling stuns advisers and savers
Should I pay off my mortgage?
Can I get an annuity for my mom?
4 important last-minute tax tips
Tax records you can toss
Will money divide your family?
Why your estate plan shouldn't wait
How to pay zero federal income tax
5 ways to reduce taxes in retirement
How do I report an HSA on my taxes?
Hold stocks longer to lower taxes?
Social Security: Should you wait?
Audit bait
Are you ready to be audited?
35 tax breaks for every life stage
Plan for the realities of retirement
Is retirement the next big crisis?
How to keep the stealth tax at bay
Social Security is the best deal
Why you may spend less as you age
Who loves tax season?
Roth IRA withdrawals are not always tax-free
7 tax return mistakes to avoid
How to figure out your cost basis
What's taxable and what's not
How to reduce your 2014 tax bill now
Most tax-friendly states for retirees
15 costly tax mistakes to avoid
The hazards of inheriting an IRA
Tax benefits for education of grandkids
Should I take my pension's lump sum offer?
7 ways to manage taxes in retirement
Why you may owe the Alternative Minimum Tax
7 tax changes for your 2013 return
10 weird state tax laws
Tax breaks expiring — for now
What to do if you're forced to retire
3 wealth destroyers to avoid at all costs
4 tax-smart year-end moves
How helping your kids may cost you
Why it pays to wait for Social Security
What's next for retiree health care
The family money talk you must have
Key documents to share with your heirs
Your Social Security raise: 1.5%
How to solve your retirement differences
6 ways to create a happy retirement
Go ahead, spend your money
Is Social Security fixed income?
Will you outlive your money?
The skinny on paying estimated taxes
5 ways to tune up your investments
How to make a $400,000 portfolio last
10 cities where you can retire on $30,000 a year
Should a mutual fund be your pension?

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