Blog Category:

Tax Planning

Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan.

Step 3 of Your Retirement Master Plan: How to Keep More of What You Earn

Learn how to keep more of your retirement income through tax planning in step 3...
Jeremy Keil explains the new tax break for retirees in Wisconsin effective in 2025.

Wisconsin Retirees: $24,000 Now Tax-FREE at Age 67!

Jeremy Keil explains the new tax break for retirees in Wisconsin effective in 2025. https://youtu.be/mitKx2vCIrg...
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....
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”...
Jeremy Keil explores the incoming changes resulting from the “One, Big, Beautiful Bill” and how they might impact your retirement.

Trump’s One Big Beautiful Bill: What It Really Means for Your Retirement

Jeremy Keil explores the incoming changes resulting from the “One, Big, Beautiful Bill” and how...
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 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...

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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