Donald Jay Korn
Donald Jay Korn is a contributing writer for Financial Planning in New York.
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Savvy moves in the fourth quarter can help clients owe less to the IRS next April.
October 13 -
Savvy moves in the fourth quarter can help clients owe less to the IRS next April.
October 13 -
When older clients want to relocate, they must consider the cost of housing and health care, as well as taxes.
October 1 -
High-income clients pay more -- perhaps much more -- for Medicare Part B coverage.
September 27 -
HSAs offer deductible contributions, untaxed investment earnings and tax-free distributions.
September 25 -
Retired couples may qualify for untaxed dividend income and long-term gains.
September 21 -
Some clients are wary of LTC insurance that they might never need, but combos offer flexibility.
September 18 -
A bear market near the start of retirement can speed portfolio depletion.
September 13 -
New financial assessment requirements may make reverse mortgages into a retirement income tool for seniors with significant cash flow and assets.
July 29 -
Waiting for Social Security until age 70 can provide the surviving spouse with plumper payments.
July 27
