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Automatic investments are made from a payroll deduction plan or linked bank account, making it easy to

Contributing to your 401(k)/IRA accounts and recognizing various deductions (e.g., charitable contributions

With the start of the new year, Medicare prescription deductibles reset, leaving many seniors with high

Taxpayers 65 and older qualify for a larger standard deduction on their federal tax returns, and many

Let’s say you contribute $5,000 to a traditional IRA, then claim a deduction for that amount on your

attorney, and Tamara Claunch, Integrative Wellness and Life Coach who specializes in dementia risk reduction

many situations but everyone needs a plan, even those with social problems, financial problems and marital

the trust beneficiaries will become better at handling money as they get older or will have resolved marital

Kirk Kerkorian was obligated to provide $7 million to a trust created on Kira’s behalf based on his marital

and after what he experienced himself in succession planning, they’ve learned that they really need marital

For example, if you have Medigap Plan F, your insurer may let you switch to a high-deductible Plan F price: the average premium for traditional Plan F is $2,293 for a 65-year-old man, and for the high-deductible Note: With the lower premium, you’ll have to pay the $2,180 deductible out of pocket before any benefits

Adjust how much money is withheld from your paycheck on your W4 form by changing the number of deductions If you get a big refund every April, you might want to up the number of your deductions. Planning for deductions helps you understand how much you should withhold and where you should be allocating