MoneySolver

The ideal candidate is generally between 50 and 65, with roughly $1 million to $5 million in pretax accounts and most of their retirement savings in those pretax buckets.

The Midterms Offer a Tax Planning Opportunity, But Most Retirees Miss It Markets tend to experience uncertainty leading up to midterm elections, followed by recovery. Canny investors recognize that dip as a tax planning opportunity.

🎉 Congratulations to our Employee of the Month - Sophia! Sophia is driven, versatile, eager to learn, and always willing to take on new challenges. She asks insightful questions, supports her team, and demonstrates a deep passion for both the company and its mission. Thank you for all you do! 🙌🏆

NJ has introduced a similar bill allowing up to $900 annually. Do you think this should be a federal tax break, as well?

Up to $450 per pet: Tax credit would benefit dog or cat owners in NY This proposal would allow pet owners to claim credits for expenses incurred in 2026 for up to two animals.