Javier Simon

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Javier Simon
Javier Simon is a freelance personal finance writer for The Epoch Times. He specializes in retirement planning, investing, taxes, fintech, financial products and more. His work has been featured by major publications including Fox Business, The Motley Fool, NerdWallet, and Money Magazine.
How to Deal With the Widow’s Tax Penalty

How to Deal With the Widow’s Tax Penalty

How to Reduce Taxes If Most of Your Savings Are in a Traditional IRA

How to Reduce Taxes If Most of Your Savings Are in a Traditional IRA

How to Build a Tax-Efficient Retirement Income Plan

How to Build a Tax-Efficient Retirement Income Plan

Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis

Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis

How to Avoid the Medicare IRMAA Premium Hit

How to Avoid the Medicare IRMAA Premium Hit

Should You Put Your House in a Trust?

Should You Put Your House in a Trust?

How to Reduce the Impact of RMDs

How to Reduce the Impact of RMDs

New Tax Benefits for 2026

New Tax Benefits for 2026

How to Deal With the Widow’s Tax Penalty

How to Deal With the Widow’s Tax Penalty

How to Reduce Taxes If Most of Your Savings Are in a Traditional IRA

How to Reduce Taxes If Most of Your Savings Are in a Traditional IRA

How to Build a Tax-Efficient Retirement Income Plan

How to Build a Tax-Efficient Retirement Income Plan

Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis

Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis

How to Avoid the Medicare IRMAA Premium Hit

How to Avoid the Medicare IRMAA Premium Hit

Should You Put Your House in a Trust?

Should You Put Your House in a Trust?

How to Reduce the Impact of RMDs

How to Reduce the Impact of RMDs

New Tax Benefits for 2026

New Tax Benefits for 2026