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A checklist of issues to consider before 2026, including RMDs, tax planning, cash flow, health insurance, estate planning, and more

To simplify your year-end tax planning efforts and minimize your tax liability, we recommend a quick review of your Required Minimum Distributions, charitable contributions (including Qualified Charitable Distributions), 529 Plan contributions, and other tax-advantaged retirement contributions.

The IRS released the tax inflation adjustments for Tax Year 2026 including standard deductions and marginal rates.

If you're 50+ and earn $145,000 or more, discover how the IRS's mandatory Roth catch-up contribution rule affects your retirement strategy. A must-read for those who make $500,000 or more.

This checklist covers key issues to consider during your move, including cash flow, establishing residency, taxes, and health care.

1099 forms report different types of income you may have received throughout the year. Understanding which forms to expect and what they mean is crucial for accurate tax reporting.

Quickly access annual retirement plan limits and other tax figures throughout the year using this handy reference guide. It covers most IRS and Social Security figures for 2025.

Medicare Part B Premiums are set to rise 5.9% in 2025. High-income earners beware of the tax torpedo.

In October 2024, the Social Security Administration and the IRS released the inflation adjustments for Tax Year 2025. Review this information to understand how these changes will affect your financial plan.

No one likes to receive a large surprise tax bill, and without advanced planning, non-qualified portfolio income can sneak in for quite an unpleasant shock. Review the checklist to avoid unwanted surprises.