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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
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Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?