7 Critical Tax Years to Plan for in Retirement
These are 7 important retirement milestones on which to focus your retirement planning.
Author: Mel Stubbs
Roth Conversion Break-Even Point
Do you need to take the break even analysis on taxes into account when doing Roth conversions?
Fixing the Widow/Widower Tax Trap
While estate taxes are often associated with “death taxes,” a more commonly overlooked issue is the tax increase faced by surviving spouses when filing taxes individually.
5 Huge Retirement Mistakes
Federal employees: Are you making any of these mistakes in your retirement planning?
The Smart Money List
Money for retirement savings is saved or invested in different kinds of accounts. Taxes will impact these accounts in different ways.
Dying With a Large TSP or IRA Balance
A lack of proper financial planning can leave your heirs with a significant tax liability.
How to Reduce RMDs in the TSP
These are some strategies that may help federal employees reduce their RMDs in retirement.
Reasons NOT to Do Roth Conversions
These are 8 scenarios when it might not make sense to do Roth conversions.
9 Ugly Truths About Retirement
These are 9 things that should not be ignored if you want to have a successful retirement.
Can You Have Too Much in the Wrong Accounts?
There are three primary types of investment accounts, and different strategies are needed for each to minimize taxes.
