Latest
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Can You Collect Social Security if You’re Still Working?
Yes … but you probably shouldn’t. If you make more than the Social Security Administration’s earnings limit before full retirement age, you could lose benefits.
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11 Education Tax Credits and Deductions
Tax Credits Education tax credits and deductions are available for college savings, current students, and college graduates.
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10 Tax Forms Retirees Receive and What They Mean
Knowing what you’re getting and why is important so you can ensure that you or your tax preparer have what’s needed to file your taxes.
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Tax Changes and Key Amounts for the 2024 Tax Year
Tax Changes There are lots of tax changes for 2024. Some reflect prior-year inflation. Others are new rules. But one thing is certain...all taxpayers are affected.
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Do You Have the Five Pillars of Retirement Planning in Place?
A solid retirement plan requires planning in these five areas so you’re covered on everything from taxes to health care expenses to what happens to your estate when you’re gone.
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Perplexed by the Gift Tax? Here Are Answers to 10 Common Questions
taxes Generous gifts can sometimes come with tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.
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Five Tax Breaks Business Owners Might Not Know About
Did you know you could get a break on your company’s taxes by hiring your kids? Read on for more strategies to help you lower your business’ taxes.
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Three Ways to Reduce Taxes on Your Investment Earnings
Proactive tax planning using these strategies could help you keep more of your hard-earned money, now and in the future.
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From Tax-Deferred to Tax-Free: Navigating Taxes in Retirement
Here are some considerations to keep in mind to help you spend less of your retirement savings and Social Security benefits on taxes.
