December 26th, 2022
In more than 30 years of researching, writing, and advising about retirement and retirement planning I’ve learned that a key to a successful retirement is an open, inquisitive mind. That’s because almost everything about retirement finances changes over time. I could fill a book with only the changes to both income taxes and estate taxes over my career. One important change many people overlook is the growth of what I call the Stealth Taxes, tax code provisions designed to raise taxes without raising tax rates. Some key Stealth Taxes are the inclusion of Social Security benefits in gross income... Continue Reading
