The Social Security Fairness Act (SSFA), enacted in January 2025, has upended decades of retirement planning…
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Parents are sacrificing retirement, taking second jobs, and liquidating investments just to afford college for their kids
Parents make countless sacrifices for their children. And now that college is more expensive than ever,…
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Don’t Miss These Valuable State Retirement Tax Breaks in 2025
Retirement often evokes images of leisure, but sadly, we must also consider tax planning. And while…
Continue ReadingChanging jobs can disrupt saving for retirement. Here’s how to stay on track.
Leaving a job — whether you’re exiting for a new opportunity or have been laid off…
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How to Pay Next-to-Nothing in Taxes During Retirement
A reader asks: If Bill Sweet’s favorite topic is Roth IRA’s/401K’s, I’d bet his second favorite…
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Year-End Retirement Tax Planning Actions if You Have $1 Million
There are two big deadlines every year when it comes to tax planning. The most important…
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