Benz: We want to spend some time talking about tax planning before and during retirement. We sometimes hear about the years just after someone ... authors do not own shares in any securities ...

While income is likely lower than it was before retirement, and lower than it might be after beginning ... holistic view of personal finance, including investments, taxes, retirement, education ...

The wash sale rule states that if you buy or acquire a substantially identical stock within 30 days before or after you ... on investing, taxes, retirement, personal finance and more - straight ...

Advanced tax strategies—like a pre-exit estate freeze or gifting shares to heirs—can ... The best tax savings happen before the deadline, not after. The information provided here is not ...

Martin Lewis shares five things you should do before tax time on ... tips to get the most out of your tax return and boost your savings ahead of April 6. The finance guru said the end of the ...

Whereas Roth IRAs limit your allowable income, anyone with access to an employer-sponsored Roth 401(k) can contribute to it using after-tax dollars. In addition, it’s possible to save more ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia ... and businesses often analyze before- and after-tax values to make investment and ...

Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance ... out use after-tax dollars, preferred shares do ...