What To Do After You File Your Tax Return
You filed your tax return for last year by the deadline. No more worrying about taxes now, right? Not exactly. Tax planning doesn't end with filing your tax return! It's important to take time to review your tax filing to see what opportunities are available to you.
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Think about future taxes if you have a NQDC
Nonqualified Deferred Compensation Plans can offer high tax deferral now but be careful of potential pitfalls. While many participants in NQDC plans assume they’ll be in a lower tax bracket in retirement, things can change along the way.
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Should you relocate when you retire?
Relocating may indeed make sense for a number of people entering retirement. But before making plans to move somewhere new, there are important steps to consider.
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Don't rush to rollover your 401k if you have company stock
If you own stock from your company in your 401k, you should think carefully before deciding to do a 401k rollover. Consider potential tax savings first.
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