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Everything Older Workers Need to Know About Retiring

Many workers have been dreaming of retirement since they first entered the workforce. However, once this retirement date draws near, the prospect of giving up your primary source of income may be nerve-wracking, even if you've diligently saved and planned. Below, we...

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IRS Increases Standard Mileage Rates for Last Half of 2022

Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business, medical, and moving expense purposes for the second half of 2022. The standard mileage...

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4 Ways the SECURE Act 2.0 May Impact Employers

In March 2022, the U.S. House of Representatives approved the SECURE Act 2.0, a bill that will revise the rules for contributing to and withdrawing from retirement savings vehicles if passed by the U.S. Senate. Since the SECURE Act 2.0 has a similar version in the...

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How to Minimize Taxes During Market Downturns

Understanding long-term capital gains taxes when you sell investments. Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future. Taxable accounts you hold...

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Is the U.S. Economy in a Recession

In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment, remain strong. The current situation is unusual, and there is little consensus among...

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