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  1. Tax-Saving Strategies for Charitably Inclined Retirees

    The now-permanent qualified-charitable-distribution rules allow investors to donate to charity and reduce their tax bills, but that's by no means the only tax-friendly way to donate, says financial-planning expert Michael Kitces.

  2. Retirement Prepping for the Fiscal Cliff

    Financial columnist Gail MarksJarvis lays out planning strategies for taxes , Social Security, Medicare, and more, that retirees and pre- retirees should keep in mind amid U.S. budget uncertainty.

  3. Benz: A Year-End Tax-Planning Checklist

    In this presentation, Christine Benz discusses steps investors can take today--including tax-loss harvesting and portfolio repositioning--to manage their tax bills in 2016.

  4. Why 70 Is the Pivotal Age for Retirement Planning

    For retirees , everything changes when they must begin tapping their tax-deferred retirement accounts , says retirement expert Ed Slott.

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