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The Best States for Taxes in Retirement
It’s easy to overlook taxes when choosing where to live during your golden years, which is precisely why we assembled this guide highlighting the best states for taxes in retirement.
Inherited IRA Rules: What Beneficiaries Need to Know
Laws surrounding inherited IRAs are often very complicated—and mistakes are costly! Read our post to steer clear of any unpleasant surprises in this regard.
Inherited 401(k) Rules: A Comprehensive Guide
Laws surrounding inherited 401(k)s are often very complicated—and mistakes are costly! Read our post to steer clear of any unpleasant surprises.
IRMAA: How to Avoid Medicare Surcharges
If you’ve never heard of IRMAA or are unaware of Medicare surcharges, read this post to avoid any unpleasant surprises down the road.
How to Minimize Retirement Income Taxes
Looking to cut retirement income taxes? This article delves into specific strategies to consider so you can keep more of your hard-earned money in your own pockets.
1031 Exchange: How it Works and Rules You Should Know
A 1031 exchange is a sophisticated tax-planning tool that has many advantages, but the process demands strict adherence to IRS rules.
Do you pay taxes on an inheritance?
The need to pay inheritance taxes depends on various factors, including the location of the decedent’s property and his/her relationship to the beneficiary.
What You Should Know About the New Jersey “Exit Tax”
Thinking of leaving New Jersey to embark on retirement in less-expensive environs? You’ll need to account for the state’s "exit tax" when doing so.
The Lifetime Gift Tax Exemption: What You Need to Know
Learn about the lifetime gift tax exemption, annual exclusions, tax-free exceptions, and differences between gift, estate, and inheritance taxes in this article.