How the expiring TCJA could impact your tax bill
October 2, 2024
The expiration of the TCJA in 2025 could mean a tax increase for many taxpayers. But the impact varies based on income, location and personal situation.
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Five observations on the expiration of the Tax Cuts and Jobs Act (TCJA)
Here are some planning considerations for taxpayers as the Tax Cuts and Jobs Act is set to expire at the end of 2025.
Age milestones can trigger financial planning actions
Many financial planning actions are linked to age milestones. See how key birthdays and other dates could signal financial planning moves.
Unwinding the 10-year rule for inherited retirement accounts
Calculating the age when retirement account owners need to begin taking distributions is key for heirs to understand how to implement the 10-year rule for inherited accounts.
Navigating financial aid: New FAFSA rules and tips for families
Recent changes to the FAFSA form and process include a simpler form, fewer questions and a revised eligibility formula.
Consider packing a legal safety net before students leave for college
College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies.
College-bound high school juniors and seniors focus on a strong finish
The last two years of high school can be particularly important as students approach the final college decision.
Kick off your college planning during the first two years of high school
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From dreaming to living: What you need to know about retiring abroad
As the number of Americans retiring in other countries continues to grow, here are five considerations for individuals planning to retire abroad.
Final regulations deliver clarity on 10-year rule
With final regulations announced, heirs now have clarity on the 10-year rule for distributions from inherited retirement accounts.