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The American Rescue Plan Act, which was implemented during the COVID-19 pandemic, temporarily enhanced the premium tax credit for health insurance purchased via the marketplace. This act has benefitted more than 21 million participants in 2021 and 2022. However, the Inflation Reduction Act extended these benefits through 2025. After this point, without further action from
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The upcoming 2024 presidential debate between President Joe Biden and former President Donald Trump is expected to shed light on their stance regarding tax policy. One crucial issue that will likely be discussed is the expiration of Republicans’ tax breaks, which were implemented through the Tax Cuts and Jobs Act of 2017 (TCJA). Several provisions
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As individuals approach retirement with sizable pre-tax retirement account balances, it is crucial to have a solid plan in place to manage future tax obligations. Certified financial planner Scott Bishop warns that retirees who have diligently saved for their future could face a “tax time bomb” once required minimum distributions (RMDs) kick in. The recent
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The recent surge in inflation has not only affected the overall economy but has also had a significant impact on retirees and near-retirees. According to a recent survey conducted by Prudential Financial, a large number of individuals in the 55 to 75 age group are reconsidering their retirement plans due to the current state of
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The average 401(k) savings rate has been steadily increasing over the years, according to reports from Vanguard and Fidelity. In 2023, the average combined savings rate was estimated at 11.7%, which matched a record high from the previous year. Similarly, a separate Fidelity report indicated a combined rate of 14.2% for the first quarter of
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