Weekly Roundup Feb. 22, 2019

Anne Stanley

Among the best stories from Retirement Daily for Feb. 18 - 22: How the new tax law impacts divorce, traveling tips for caretakers, and the latest retirement-related research.

As we get further into the new year, and deeper into tax season, we're seeing more news and information related to the Tax Cut and Jobs Act of 2017 (TCJA), which brought many changes in the tax code that went into effect in 2018. Standard deductions were doubled, personal exemptions went away, and property tax and state tax deductions were capped.

And for those considering, or in the middle of, a divorce at the start of this year, the TCJA introduced one major change in how alimony is taxed, adviser Deanne Phillips writes in a guest column this week. This is especially important as missteps made this year could cost some people much more than they expect.

Tax deductions, alimony negotiations, and even pre- or post-nuptial agreements are in the spotlight. Read Don't Miss New Changes to Divorce Tax Law.

And in case you missed them, here are some more of this week's best stories from Retirement Daily.

Smooth Seas and Happier Trails for Caretakers

Jeanette Pavini has tips and ideas for those caring for someone with special needs when traveling.

Ask Bob: Tax Impact of Selling Rental Property

A reader wants to know if there are any tax law changes to know about before selling a rental property.

Ask Bob: Do I Really Have to Pay Social Security Back $20,000?

A reader says he's received a letter from Social Security for overpayment of spousal benefits. Can that be right?

New Retirement Research (Feb. 20, 2019)

Here are some of the latest reports, surveys, and studies related to retirement, including research into the effects of life-saving drugs, the best indexes to use for COLA adjustments, and reverse mortgages in China.

New Investments and Products for Retirement (Feb. 19 2019)

The following are new investments that those saving for or living in retirement might consider for their portfolios. This week: a JP Morgan Chase ETF that buys intermediate-maturity municipal bonds and a suite of Franklin Templeton funds.


Weekly Roundup