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Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.
February 16
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Raising the payroll tax is the easy way (in theory); here are other solutions for funding the Social Security shortfall.
February 13
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The number of accounts with $1 million or more increased to 150,000 in the fourth quarter of 2017 from 93,000 recorded in the same quarter the year before.
February 9
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Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.
February 8
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As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.
February 6
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Claiming above-the-line tax write-offs doubles the standard deduction.
February 6
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Even if those assets are used to pay for nonmedical expenses, an HSA can still be ahead of a 401(k) plan or an IRA.
February 2
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Solid financial planning is a key component in helping demystify these government programs.
February 2
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Clients have a hundred—if not a thousand—possible options to consider when claiming Social Security benefits.
February 1
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Personal income is not subject to state taxes in Alaska, Florida and five other states, while 31 states do not impose taxes on Social Security benefits.
January 30
