Suze Orman shared with Americans the best way to avoid the Social Security ‘tax torpedo’ – here’s how to dodge it and retire richer
Suze Orman couldn’t have been clearer in her podcast when she proclaimed, “The best way to prepare for retirement is to only ...
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Inherited an IRA? Suze Orman Warns This New IRS Rule Could Cost You Big
New IRS rule could cost you big if you inherit an IRA. Find out what you need to know to avoid costly penalties starting in ...
Are Tax Planning And Tax Preparation Actually The Same Thing?
Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?
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Worried about the future of Social Security? Here’s how experts say you can plan ahead
According to Bankrate, 81% of Gen Xers are worried they might not receive their Social Security benefits when they retire.
This Boring Retirement Income Source Has Big Tax Benefits
Furthermore, the TCJA put a $10,000 cap on the state and local tax (SALT) deduction. If the cap is retained once the TCJA ...
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What Is the Long-Term Capital Gains Tax?
Investing in stocks, real estate, or collectibles can be highly rewarding.  However, when it comes time to sell those assets, any profit will trigger a ‘capital gains' tax.  It is important to ...
Don't Let These 3 Retirement-Related Taxes Catch You Off Guard This Year
Retirees receiving pension payments will also have to pay ordinary income tax. How much you'll owe depends in part on the tax ...
Here's Where I'm Putting My Retirement Savings First in 2025
Learn More » I don't want to worry about taxes in retirement I like to start out the year by contributing the maximum to my ...