Mid-Year Tax Moves That Could Save Your Retirement
Smart retirement tax planning prevents costly mistakes. Discover mid-year strategies to reduce taxes, avoid penalties, and maximize lifetime income.
August 7, 2025
Retirement Planning
Downsizing Debt, Upping Deductions: The Smart Retiree’s Guide to a Tax-Efficient Future
Maximize retirement savings with smart tax strategies, RMD planning, downsizing tips, and Medicare insights tailored for savvy retirees.
July 25, 2025
Social Security and Medicare 2025 Trustees Reports: It’s Time to Address Funding Concerns
Social Security and Medicare face funding shortfalls by 2033; Congress urged to act now to prevent future benefit cuts.
July 24, 2025
How to Protect Your Retirement from Market Volatility: 5 Smart Tax Moves That Actually Work
Discover 5 smart tax strategies to protect your retirement savings during market downturns and reduce taxes with confidence.
June 11, 2025
Should You Become a French Tax Resident? What U.S. Expats Need to Know Before Buying Property Abroad
Discover how French tax residency can benefit U.S. expats with smart wealth, estate, and real estate tax strategies.
June 10, 2025
Mastering Your 403(b) Plan in 2025: A Smart Retirement Strategy for Tax-Exempt Employees
Maximize your 403(b) retirement savings in 2025 with updated limits, tax advantages, and expert tips for nonprofit professionals.
June 10, 2025
Maximizing Social Security Benefits While Earning Wages: A 2025 Guide for Recipients
Maximize retirement income in 2025 by balancing Social Security benefits, earnings limits, tax rules, and strategic claiming strategies.
June 6, 2025
A Big Win for Retirees: What the Social Security Fairness Act Means for You
Discover how the 2025 Social Security Fairness Act repeals WEP & GPO, boosts retiree benefits, and how to reduce taxes on your lump-sum SSA payments.
June 5, 2025
IRA Strategies During Uncertain Markets
Roth IRA conversions during market dips may lower taxes, while IRA RMD timing requires careful planning amid ongoing market uncertainty and volatility.
June 3, 2025
The Retirement Tax Trap: What Every High-Earner Needs to Know Before Age 73
You saved and invested wisely—now protect your retirement from surprise taxes like RMDs, IRMAA, and capital gains pitfalls.
May 6, 2025