For High-Net-Worth Retirees, Tax Planning and Estate Planning Are the Main Events
Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management. This financial adviser explains.
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Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management. This financial adviser explains.
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One in two Americans don't know much about Social Security — and some are basing their retirement on mistaken beliefs. It's time to separate fact from fiction.
For real retirement security, forget about chasing returns and focus instead on the things you can control: income, taxes, risk-taking and decision-making.
All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.
What do you do if your biggest financial threat is simply having too much of a good thing — money?
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The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly continuing them should do this instead.
Five stats show how you need to rethink retirement, because "the future ain’t what it used to be."
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There's never a bad time to make or review a financial plan. But recent changes to the financial landscape might make it especially important to do so now.