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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
51 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

How the 2025 Social Security Adjustments Will Impact Your Wallet
Learn how the 2025 Social Security adjustments, including a 2.5% COLA, will impact your benefits and taxes.
TPSA
Oct 22, 20243 min read
19 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

Navigating Potential Changes in Capital Gains Tax: What Business Owners and Boomers Need to Know
President Biden's FY 2025 budget proposal includes considerable tax reforms aimed at wealthier taxpayers, which could impact your...
TPSA
Jun 25, 20243 min read
43 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

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