2023 Personal Tax Planning Guide
This guide will help you as you put together your 2023 tax plan.
IRA
6 Year-End Tax Saving Strategies
These are 6 strategies you can use to help save on taxes at the end of the year.
Do You Have to Quickly Spend an Inherited IRA?
Do IRA beneficiaries have a short time window to withdraw from their inheritance?
How To Reduce Taxes in Retirement
Tax planning strategies both before and after retirement are crucial to minimize the amount of taxes paid over the course of a lifetime.
Once You’ve Maxed Out the TSP, Do This!
Once federal employees have maxed out their TSP accounts, they can begin saving in other areas to help fully realize their financial goals.
Guide to Inheriting a Spousal TSP
What options are available for a TSP account that belongs to a federal employee or retiree who passes away? Here is an overview of the available options.
Can I Contribute to Both the Roth TSP and a Roth IRA in the Same Year?
Can I contribute the max to my Roth TSP and also $6,000 to a Roth IRA in the same year?
Valuable Tax Benefits for IRA Owners Who Give to Charities
If you are taking RMDs from an IRA, there is a way you can save on taxes while also giving to charity.
Waiting for the TSP Mutual Fund Window to Open?
The author says that the upcoming TSP mutual fund window is not without drawbacks and that IRAs may provide federal employees with a viable alternative.
A Spousal IRA May Spark Marital Financial Planning Magic
A spousal IRA not only helps couples save for retirement but can also help their overall financial planning strategies.
