Blog Category:

Tax Planning

Explaining the State and Local Tax (SALT) tax torpedo that has emerged from the Big Beautiful Bill.

How the SALT Deduction Cap Works If You Make Over $500,000 (2025 Tax Update)

Explaining the State and Local Tax (SALT) tax torpedo that has emerged from the Big...
Understanding the senior bonus tax deduction that begins under President Trump’s “One, Big, Beautiful Bill” beginning on 2025 federal returns.

New 2025 Senior Tax Deduction: How Retirees Can Save Thousands on Taxes

Understanding the senior bonus tax deduction that begins under President Trump’s “One, Big, Beautiful Bill”...
Gift Tax Limit Explained

What is the Gift Tax Limit for 2025 and 2026?

You want to give money to your kids or grandkids - maybe you’ve built up...
Jeremy Keil explains the 2024 and 2025 IRS gift tax "limit"

How Much Can I Give My Kids Before Paying IRS Gift Tax?

This is a common question that I get asked a lot, and the answer may...
Retirement tax planning requires more than minimizing this year's taxes. Learn how Roth conversions, inherited IRAs, and charitable giving can affect your lifetime tax strategy.

The Retirement Tax Mistake That Could Cost You Thousands

Retirement tax planning requires more than minimizing this year's taxes. Learn how Roth conversions, inherited...
HSA Health Savings Accounts Guide

The Ultimate Guide to Health Savings Accounts (HSAs)

Breaking News: 2025 HSA Health Savings Account Limits are $4,300 for self-only and $8,550 for...
Jeremy Keil explains how the 59½ rule works for IRA accounts and which 401(k)s allow for withdrawals at age 55.

You can RETIRE Early Without Penalty Before Age 59½ 

Jeremy Keil explains how the 59½ rule works for IRA accounts and which 401(k)s allow...
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them.

The 5 Biggest RMD Mistakes in Retirement

Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to...
Understanding the 2027 Scholarship Granting Organization tax credit created from the One Big Beautiful Bill.

How to Take Advantage of the New $1,700 Federal SGO Tax Credit

Understanding the 2027 Scholarship Granting Organization tax credit created from the One Big Beautiful Bill....

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Retire Today is a retirement podcast focused on helping people within five years of retirement make confident decisions about income, taxes, Social Security, and long-term planning.

Listen in as Jeremy Keil, CFP®, CFA® and his guests guide you towards making smarter retirement, investment, and tax planning decisions