Topic: Tax Planning

Articles that discuss optimizing and minimizing taxes with regard to your retirement plan.

December 23, 2025

School of Saving and Investing

A financial windfall, from a bonus, settlement, inheritance, or even winning lottery ticket, requires a unique approach.

December 11, 2025

School of Saving and Investing

The maximum contribution to a Traditional or Roth IRA will rise in 2026 along with limits for employer SIMPLE and SEP IRAs.

November 26, 2025

School of Saving and Investing

The amount that you can deposit into an employer-sponsored 401(k), 403(b), or similar retirement plan has been increased for 2026.

September 11, 2025

School of Saving and Investing

The IRS recently announced higher limits for HSAs in 2026 which will help investors cover medical costs and lower their tax bills.

August 7, 2025

School of Financial Wellness

These 5 taxes are the most common for retirees, and understanding them is the key to creating a robust tax management plan.

July 18, 2025

School of Financial Wellness

The “One Big, Beautiful Bill” has been signed into law. Our summary covers how the new law could impact your financial plan.

July 17, 2025

School of Financial Wellness

Download our 2025 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.

March 20, 2025

School of Saving and Investing

You have options to define the ownership of brokerage assets, and the choice determines access to funds, taxes, and inheritance.

February 14, 2025

School of Financial Wellness

Consider these three last-minute strategies to reduce your 2024 income tax burden before the April 15th filing deadline.