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On some level, this was inevitable. Higher taxes, that is. After all, when Congress passed the Tax Cuts & Jobs Act of 2017, they built in a safety net. On January 1, 2026, taxes are scheduled to revert higher 2017 levels. What to do.Read More
Longevity Risk, or "running out of money risk," is one of the Four Horsemen of retirement. The other three are Market Risk, Tax Rate Risk, and Long-Term Care Risk. Many people successfully save over their working years, and benefit...Read More
As the likelihood of higher tax rates increases, many proactive investors are looking to the Roth Conversion as a way to protect their retirement assets. As they do so, one question sometimes arises: Do Roth Conversions satisfy RMDs?Read More
CBO Director: Important to give Advance Warning about Coming Changes to Social SecurityPoliticians don’t like to discuss it much but policy wonks in Washington are finding it harder and harder to ignore: The federal government...Read More