Tax Cuts and Jobs Act: Impact on Individuals
Some of the major changes included in the 2017 tax legislation are summarized, and are effective for tax years 2018 through 2025.
Current tax changes: keeping track of new and expiring provisions (2012)
A number of significant federal income tax provisions expired at the end of 2011, a fact that might be easily overlooked with so much attention [...]
Retirement and Tax Planning: 2012
Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) [...]
2011: Mid-Year Income Tax Planning
At this time last year, income tax planning was particularly challenging. Several tax deductions had already expired, and significant changes, including new, higher income tax [...]
Social Security Planning (2011)
Social Security Retirement Benefits Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security [...]
Retirement Income Planning
Common Factors Affecting Retirement Income If you recently retired from a job that provided health insurance, you may not fully appreciate how much health care [...]