A Second Trump Shock To Programs For Seniors And People With Disabilities
The Trump administration has cut by more than 40% the staff that oversees critical federal programs for older adults and younger people with disabilities who live at home. Health and…
These Florida cities could see home prices fall
Florida's real estate market has been hammered by high home prices and surging insurance costs. Home values nationwide are also…
How To Avoid Estate Planning’s Biggest Mistake
It’s Not Just About A Will, Trust Or Other Document One of the biggest mistakes people make with estate planning…
Plan Your 2025 QCDs And RMDs Now
The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right…
Senators Grill Nominee As Fears Mount Over Threats To Social Security
Frank Bisignano, President Donald Trump's nominee to lead the Social Security Administration (SSA), faced questions about the agency's future during…
Social Security And The DOGE Chaos: 3 Biggest Myths
Is there fraud, waste, and abuse in the Social Security system? Yes. Are mistakes being made? Yes. The purpose of…
Key IRA Rollover Mistakes You Must Avoid
The rollover is the most frequent IRA transaction, but most people do only a few rollovers during their lifetimes. Mistake…
Hackman Tragedy Reveals Retirement Planning’s Missing Piece: Longevity Preparedness
The recent passing of Gene Hackman and his wife Betsy Arakawa reveals a profound truth about our current approach to…
Would A Mega Backdoor Roth Work In Your 401(k) Plan?
A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth…
How Does California Tax Your Social Security Benefits?
If you want to retire in or to California, you may wonder how California will take your Social Security and…
Tax-Smart Ways To Cash In Capital Gains
Investment markets have been falling. The most profitable investments of the last few years are in bear markets (down 20%…
Don’t Forget About State Taxes When Making Roth Conversions
I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA…
LARRY KUDLOW: Did the so-called recession just end?
"Recession Canceled: U.S. Industrial Production Jumps To Record High." That was this morning's headline in the Zero Hedge website. Too…