RETIREMENT PLANNING BLOG
Retirement planning and financial insights blog
Practical guidance on wealth management, tax planning, and financial planning strategy to help you make informed decisions that align with your goals for your future.
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Year-End Tax Planning: 6 Strategies to Consider Before December 31
Year-end tax planning isn't just for retirees taking required minimum distributions. If you're still working and saving for retirement, there are steps you can take before December 31 that may help reduce your tax bill today and prepare you for the future. Explore six tax strategies worth considering before the year ends.
When Should You Name a Corporate Trustee?
Choosing the right trustee is an important part of estate planning. While a family member or trusted friend may be the natural choice, there are situations where a corporate trustee can provide valuable expertise, objectivity and continuity. Here are some situations when naming a corporate trustee may make sense—and what to consider when making the decision.
How to Put Extra Cash to Work
Having extra cash is a great position to be in—but deciding what to do with it isn't always easy. Learn how to evaluate your options and put your money to work in a way that supports both your current needs and your future goals.
How a Fee-Only Financial Planner Helps You Avoid Inefficiencies and Conflicts
Discover how fee-only planning protects your finances from conflicts of interest.
How Can I Reduce My Taxes With Charitable Giving in Retirement?
A Qualified Charitable Distribution (QCD) lets you give directly from your IRA to charity, reduce taxable income, and meet RMD requirements. Here’s what you need to know to give smarter in retirement…