Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.