Hochul’s Pied-à-Terre Tax: More Revenue or Greater Risk for NYC
A luxury tax on second homes could reshape New York City's budget and housing market. This article weighs the potenti...
Which Index Funds Are Tax Efficient 2024 Retirement
We review 2024 tax-efficient index fund options and provide practical guidance for incorporating them into a retirement strategy.
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Build Summer Retirement Income Before Markets Move
Summer can be a time of busy plans and big withdrawals. This guide shows you how to build summer retirement income wi...
IRS RMD Rule Shields 73-Year-Old From Draining IRA
A rising chorus of retirees worries about minimum distributions draining IRA balances. Yet the IRS formula is designe...
Retirement Planning Mistakes That Show Up After Work
A new survey shows most retirement mistakes show up after retirement, as market swings and withdrawal strategies thre...
58-Year-Old Divorcée with $1.4 Million Stuck by Court Order
A 58-year-old divorcée with $1.4 million from a QDRO cannot roll the funds into an IRA until a long-ago court order i...
Vanguard ETFs Long-Term Investors: 3 June Picks for Growth
June can be a smart time to reinforce your long-term plan. This article picks three Vanguard ETFs that fit a durable,...
Your Dividend Yield Isn’t Your Income: Tax Take Today
Two retirees withdraw the same amount from $2M portfolios, but after federal and state taxes they diverge sharply. Th...
Is Sub-6% Mortgage Rate Enough to Buy in Retirement?
Retirees face a tricky balance: can a mortgage under 6% really make buying a home worthwhile? This guide weighs the m...
Refund Larger This Year? Why It Happened and What It Means
If you’ve noticed a bigger-than-usual refund, you’re not alone. This guide explains the common reasons a tax refund c...
The Retirement Decision That Rarely Gets Discussed
As markets shift and living costs rise, more Americans age 65 and over are choosing to work beyond traditional retire...
Hacks Artists Showdown: Smart Investing for Everyday Pros
In markets, hacks chase quick bets while artists build sustainable growth. This guide shows how to blend both mindset...
Back-Loading Inherited 401(k) After 56 Could Cut Taxes
A fresh analysis suggests that delaying large withdrawals from an inherited 401(k) until later in retirement—specific...
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