At a recent NAPFA conference in Las Vegas, a couple key note speakers said that good financial planning was a key element in retirees having a secure retirement.

It is always the right time to do estate planning, but we never get around to doing it. But, it is especially important to think about estate planning when you go through a life transition.

When you have high taxable income and certain deductions and exclusions from income, you may be subject to the Alternative Minimum Tax, or AMT.

When you have income from sources other than traditional employment, it often becomes necessary to make Estimated Tax payments since you don’t have withholding (as you would from traditional wages).

It is the second week of April, so all minds naturally turn to taxes. And one of the things that often comes up is Roth (both IRA and 401(k)).

If you are struggling to digest all of the new tax laws and tax law changes, you are not alone. The rules have only gotten more complicated.