Tag: taxable income

My RMDs will be $100,000 or more. What can I do now to lower my taxable income — before it’s too late?

I am a widow of about four years. I will turn 70 in 2025....

We're 65 With $1.9 Million in Retirement Funds and $5,200 Social Security. What's Our Budget?

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Ignore social media. Here’s what Harris’ unrealized capital gains tax proposal means for you

A tax proposal embraced by Vice President Kamala Harris that’s meant to target the wealthy is getting attention in an unlikely place for...

This is the most ‘burning question’ rich Americans say they have about retirement — are you asking the same one?

Retirement presents a big change — financially, logistically and emotionally. And in the course of planning for it, you’re apt to come up...