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News
Couples & Tax Planning: How Smart Expense Planning Can Help Reduce Family Tax Outgo
2+ hour, 51+ min ago (121+ words) Business Today Couples can potentially reduce their overall tax outgo by planning who makes specific investments and expenses School fees, rent and home loan payments can have different tax implications depending on the spouseâs income, tax regime and eligibility…...
Super dreams for a champagne lifestyle in retirement
6+ hour, 16+ min ago (25+ words) Many Australians have high expectations for a glorious retirement, yet one retail superannuation giant urges them to check their nest eggs are truly on track....
Financial Planning For Couples: Investment Options, Tax Savings, Joint Accounts & More | Money Today
2+ day, 22+ hour ago (140+ words) businesstoday.in On Money Today, we decode how couples can plan their finances together, from shared goals and investments to tax-efficient money decisions Vishal Dhawan, Plan Ahead and Head at Wealth Advisors, explains how couples can structure home loans, insurance,…...
Her One-Employee Workplace Finally Offered Retirement Savings. The 5% Deduction Bought Her a Roth IRA and $0 From the Boss.
3+ day, 23+ hour ago (689+ words) After decades without a single workplace benefit, she finally got automatic enrollment in a retirement account at her tiny employer. But the word "workplace" is doing a lot of heavy lifting in ways most auto-enrolled workers never think to question....
'Die with zero' gains momentum. How to turn it into a financial plan
4+ day, 15+ hour ago (839+ words) Senior wait for a meal of baked haddock, carrots and baked potatoes cooked by Fred Willette, 67, of Cohasset, on Thursday, Feb. 24, 2022. The retired chef works four days a week at the Scituate Senior Center. "Die With Zero" has caught on…...
When a Spouse Dies, Social Security Can Plummet: How Annuities Help Plug the Gap
6+ day, 20+ hour ago (1044+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Spouses who collect substantial Social Security benefits may see a significant drop in income when one dies. These annuities can help make…...
Court revives retirement-plan suit against Royal Caribbean over fund swap
1+ week, 4+ day ago (248+ words) No exact look-alike needed to challenge a company's investment lineup A US appeals court revived a retirement-plan suit against Royal Caribbean, ruling workers don't always need a look-alike fund to prove a poor choice. On August 17, 2026, the US Court of…...
Is your 401K at risk if you’re in debt? Here’s what you need to know
2+ week, 3+ day ago (525+ words) The average American with a 401(k) becomes a millionaire in their 50s -but can debt collectors derail that plan? Some 64 percent of debt collection agencies saw their number of consumer accounts increase or significantly increase in 2025, according to a 2026 industry report from…...
The hidden tax married couples might miss
2+ week, 6+ day ago (282+ words) South African spouses abroad may now face donations tax when transferring money or assets, with SARS applying proposed rules retrospectively....
The staggered retirement: What happens when one partner crosses the finish line first?
3+ week, 18+ hour ago (830+ words) Imagine, you are standing at the edge of retirement, ready to step back, hand over your projects and start your next chapter. But on Monday morning, your partner is still setting their alarm, grabbing their travel mug, and heading off…...