Browsing Tag
Taxes
67 posts
10 Best and Worst Places for 401(k) Participants to Retire
Retire in place or head for the shore? Mountain living or more city life? Where should 401(k) participants…
August 14, 2018
Tax Reform to (Potentially) Boost Non-Qualified Retirement Plans
A rejiggering of top state and local rates as a part of President Trump’s tax reform could make…
August 2, 2018
5 States Where it’s Hardest to Save for Retirement
Longer lifespans mean most advisors recommend $1 million (at a minimum) saved for retirement. Sounds great—but how realistic…
July 9, 2018
Top 3 Low-Tax Locales to Retire Abroad
Tax season is upon us. *Cue heavy sigh.*. Depending on location, the tax whack on property and capital…
April 13, 2018
Trump Speech Text Touts 401ks
President Trump took time at the podium during his State of the Union address to (of course) extol…
January 31, 2018
Tax Reform Pay Raises Continue
JPMorgan Chase is the latest company to announce wage increases in the wake of recently passed tax reform.…
January 24, 2018
Our Request to Congress: Save Our Savings (and Retirement)!
Like most people, we were interested to see the details of President Trump’s new tax plan. The existing…
November 19, 2017
Marcia Wagner’s 10-Minute Take on Trump Tax Plan
Marcia Wagner arrived bleary-eyed but ready to go at The 2017 New England Wealth & Retirement Conference in…
November 4, 2017
Dems Dominate 401k Discussion with Alternate Plan Proposal
Senate Democrats seized on rumors of Republican retirement plan contribution cuts, proposing an alternative on Tuesday that would…
November 1, 2017
Why Tax-Cut Trickery Over 401(k) Limits Won’t Fly
Bloomberg is out with one of the sillier opinion pieces about the supposed problems plaguing retirement plans, and…
October 27, 2017