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Eva Markowitz, a human resources v.p., said, "A unique, personal gift is the best way to acknowledge a retirement." She recalled an example from years ago: "We invited employees to record a brief ...
4. Prepare for Tax Changes. Taxes, particularly income taxes, are going to change during your retirement. Your income may reduce, or come from different sources, but you still need to pay taxes.
2. Plan your tax strategy. We all know the old adage: "Nothing is certain except death and taxes." When you're working and earning, your tax burden might not be top of mind.
While retirement isn't easy for many people to manage financially, and you may need to be careful about the risk of outliving your savings, that doesn't mean you need to downsize all expenses ...
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Add on a lack of savings — for the 30.4 million Americans turning 65 between 2024 and 2030, more than half have assets of less than $250,000 — and the need to take retirement seriously becomes ...
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Cameron McCarty, President of Vivid Tax Advisory Services, joins The Final Round with some tips for hitting your goals on the road to retirement.