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Tax Implications of Downsizing: What Baby Boomers and Gen X Need to Know
Thinking about downsizing? Learn how to navigate capital gains taxes & maximize savings with expert tax strategies.

TPSA
Feb 263 min read
58 views


Tax-Savvy Retirement: Strategies Boomers Can Use to Lower Their Tax Bill and Maximize Savings
Discover tax-savvy strategies to lower retirement taxes, maximize savings, and secure your financial future.

TPSA
Dec 2, 20243 min read
50 views


A Retiree's Guide to Reducing Taxes on Social Security Benefits
This article delves into how Social Security benefits are taxed, the conditions under which these benefits become taxable, and strategies...

TPSA
Jul 9, 20245 min read
71 views


Will the Recently Passed Pension Legislation Affect You?
The President, on December 29, 2022, signed the Consolidated Appropriations Act, 2023, which is the “omnibus spending bill” Congress...

TPSA
Jan 11, 20239 min read
71 views


IRS Unveils Retirement Plans Inflation Adjustments for 2023
Are you ignoring your future retirement needs? That tends to happen when you are younger, retirement is far in the future, and you believe..

TPSA
Nov 10, 20223 min read
245 views


RMDs and IRA-to-Charity Distribution Provisions
Tax law requires individuals who have reached age 72 to begin taking minimum distributions from their traditional IRA accounts.

TPSA
Jul 18, 20224 min read
47 views


Back-Door Roth IRAs
Many individuals saving for retirement favor Roth IRAs over traditional IRAs because the former allows for both accumulation of account earn

TPSA
Jul 20, 20212 min read
107 views

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