Monthly Archives: November 2016

The one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here’s what you need to know to do such planning.

Social Security benefits will rise only slightly in 2017. This follows no increase in benefits in 2016 and small increases for many of the previous years.

The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2017 taxes as a result of buying long-term care insurance.

Workers in some states will soon have another option to save for retirement. Several states are establishing state-run retirement plans for workers who do not have a plan through their employer.

Are your Medicare plans still working for you? Medicare’s open enrollment period, in which you can enroll in or switch plans, runs from October 15 to December 7.