The Net Investment Income Tax is an added tax that is charged on dividends, interest, and capital gains from your investments. It can also apply to many other forms of
Health Savings Accounts (HSA) are one of the best types of accounts for retirement. They have more potential tax advantages and flexibility than any other retirement account. For those who
History has shown that stock market declines are a normal part of investing. But how do we know when a stock market decline is more mild and of little concern
I bonds have recently been a healthy alternative as a part of the diversification of your retirement portfolio. As the stock market has been very volatile, investors are starting to
If you don’t need your RMD (required minimum distribution) to cover ongoing living expenses, you are required to still take it. Here are 3 options that can help you reduce
What is the TSP Mutual Fund Window? Think of the mutual fund window as a separate investment “sub-account” inside your TSP. You move (transfer) money from your TSP core funds
Long term care insurance is important because the costs of long term care can be a burden on just about every retiree. Because of the high costs, many people turn
Should you buy additional life insurance from your employer, or through a private policy from an insurance company? Anyone is able to buy life insurance directly from an insurance company.
There are a number of valuable items you can review on your tax return to reduce how much tax you are paying when retired:
Today’s environment of rising interest rates and inflation has made for a very volatile period for your bond investments. What has typically been the safe, boring part of your retirement