Monthly Archive: December 2024

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These Tax Policies Are Ripe for Change in 2025

“While I’m not suggesting that we allow the 199A deduction to expire entirely, 199A was never intended to be a tax loophole for the wealthiest Americans to use as they please,” he said. “Unfortunately,...

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What 4% Rule? Morningstar Has a New Number

“If a retiree is willing to adjust their spending in line with portfolio performance, that allows for higher starting withdrawals and generally higher lifetime withdrawals,” Benz observes. Ways to introduce such flexibility include forgoing...