Credit Card Woes

April 1, 2008

Please note: This item is from our archives and was published in 2008. It is provided for historical reference. The content may be out of date and links may no longer function.

January 20, 2026

Cost-of-living increases could hurt 2026 financial goals, poll says

January 1, 2026

Tax-efficient drawdown strategies in retirement

December 15, 2025

Big changes hit federal student loan program

Personal Financial Planning
- Practice Management

FROM THIS MONTH'S ISSUE

Tax-efficient drawdown strategies in retirement

Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.

MAGAZINE

Credit Card Woes

Cost-of-living increases could hurt 2026 financial goals, poll says

Tax-efficient drawdown strategies in retirement

Big changes hit federal student loan program

Features

Get ready for tax season

Filing season quick guide — tax year 2025

How a CPA beat burnout after strokes, years of depression

Tax-efficient drawdown strategies in retirement

Simple but effective AI use cases for CAS

Shaping AI governance and controls

FROM THIS MONTH'S ISSUE

Tax-efficient drawdown strategies in retirement

From The Tax Adviser

Practical tax advice for businesses as a result of the OBBBA

How a CPA and wealth adviser partnership can guide families through transition

Digital asset transactions: Broker reporting, amount realized, and basis

Recent developments in estate planning

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