- Market Jitters? Smart Tax Moves Boomers Should Be Thinking About Now
- Near retirement? Learn how Boomers can use tax-loss harvesting, bunching deductions, and smart planning to stay resilient through market uncertainty — without investment advice.
- Understanding Recent Changes to Tax Sheltered Annuities
- A 403(b) plan, also known as a tax-sheltered annuity, is a retirement savings program that many tax-exempt organizations and public education institutions offer to their employees.
- Buying in France? Here’s What U.S. Homeowners Need to Know About Taxes in the Hexagon
- Buying French property? Discover key tax rules for U.S. citizens with second homes in France, plus how to avoid double taxation and claim key exclusions.
- When Consumers Pull Back: What Small Businesses Need to Know Right Now
- Consumers are delaying purchases, travel, and dining due to economic uncertainty. Learn how small businesses can adapt their planning and stay resilient through tariff-related shifts.
- How the Social Security Fairness Act and Lump-Sum Election Can Maximize Your Benefits
- On January 4, 2025, President Biden signed into law the Social Security Fairness Act, a significant milestone in addressing long-standing issues within the Social Security system.
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