David Rae

For many California tax paypayers, California is actually a moderate to low tax state. Will moving to California lower your ovearll tax burden?

Knowing about Medicare IRMAA surcharges could lead many people to make different retirement-planning choices leading up to becoming eligible for Medicare.

With newly announced 2025 contribution limits for the Health Savings Account, you can pay for more of your health care expenses with tax-free income.

Do you want to make your health care expenses tax free? Working towards becoming an HSA millionaire can help you make this a reality.

Homeowners could regain some big tax deductions if the Trump Tax Plan is allowed to expire. What you need to know.

Learn how retirement withdrawals impact your tax bracket and explore strategies to minimize tax hits on your income during retirement.

New survery has revealed wide knowledge gaps among Americans regarding Social Security. Don't squander the opportunity to get the most out of your Social Security.

It's not just something you think about once per year while filing your taxes. Business owners have save huge amount of money on taxes by doing tax planning year round.

Who the majority of wealthy investors support for president may surprise you. Issue like the economy, social security, immigration and abortion have swayed voters.

American are worried about how they can afford to live in retirement. Trump alludes to a Social Security plan that could reduce by benefits by 1/3.