How to Be Richer in Retirement
If you spent most of your adult life budgeting around a steady paycheck, a departure from the workforce, by choice or circumstance, poses a new challenge: What funds will you use to meet expenses?
3 Ways the New Tax Law Can Hurt Retirees
To appreciate what’s at stake, you need to think beyond the tax return that’s due April 17. For the next eight years, the Tax Cuts and Jobs Act could affect several life transitions before and during retirement.
Home Office Deduction Can Skirt Limits on State and Local Taxes
Conventional wisdom holds that taking a home office deduction is an audit flag. The new tax law gives more people a reason to risk it.
How to Make an IRA Last Longer
Proposals to eliminate the “stretch IRA” escaped the recent tax overhaul. Here’s what you need to know to take full advantage of it.
5 Last-Minute Tax Breaks to Grab Before Year-End
Under the GOP tax overhaul, starting in 2018, you’ll have a lot less leeway using deductions to reduce the amount of income that’s subject to tax. Make the most of them by December 31.
How to Guesstimate Your 2018 Taxes in Three Easy Steps
You don’t need software or an online calculator to run the numbers. It’s easier to visualize how the law affects you by using your 2016 federal income tax return as a scratch pad.