Javier Simon
Author
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.
LATEST
How to Benefit From Charity Trusts
How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
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How to Structure Your Estate So Your Heirs Avoid a Financial Headache
A few key estate planning moves today can help you protect your legacy and spare your family unnecessary stress.
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What You Need to Know About Gifting Trusts
Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
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How to Protect Your Finances If You Become Incapacitated
A few simple legal steps can safeguard your money, medical decisions, and family if you become unable to manage them yourself.
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Estate-Planning Moves Every Retiree Should Make
Retirement is the right time to review wills, trusts, beneficiaries, and tax strategies to protect your assets and loved ones.
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What to Know About Inheriting a Retirement Plan
Navigating inherited IRAs can be confusing. Here’s what spouses, children, and other beneficiaries need to know about RMD rules and withdrawal timelines.
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How to Use Gifting Strategies to Reduce Future Taxes
Strategic gifting, trusts, and direct payments can help reduce your taxable estate.
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Mistakes That Can Wreck Your Estate Plan
An estate plan isn’t set-and-forget. Make sure yours stays airtight by steering clear of these costly errors.
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What to Do Before You Claim Social Security
Get the most out of your Social Security benefits by understanding when to claim, how work affects payouts, and what taxes you may owe.
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What to Do With Your Trump Tariff Rebate
A $2,000 tariff-funded payout is only a proposal for now. If it lands in your pocket, here are smart ways to use it.
|
How to Benefit From Charity Trusts
How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
|
How to Structure Your Estate So Your Heirs Avoid a Financial Headache
A few key estate planning moves today can help you protect your legacy and spare your family unnecessary stress.
|
What You Need to Know About Gifting Trusts
Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
|
How to Protect Your Finances If You Become Incapacitated
A few simple legal steps can safeguard your money, medical decisions, and family if you become unable to manage them yourself.
|
Estate-Planning Moves Every Retiree Should Make
Retirement is the right time to review wills, trusts, beneficiaries, and tax strategies to protect your assets and loved ones.
|
What to Know About Inheriting a Retirement Plan
Navigating inherited IRAs can be confusing. Here’s what spouses, children, and other beneficiaries need to know about RMD rules and withdrawal timelines.
|
How to Use Gifting Strategies to Reduce Future Taxes
Strategic gifting, trusts, and direct payments can help reduce your taxable estate.
|
Mistakes That Can Wreck Your Estate Plan
An estate plan isn’t set-and-forget. Make sure yours stays airtight by steering clear of these costly errors.
|
What to Do Before You Claim Social Security
Get the most out of your Social Security benefits by understanding when to claim, how work affects payouts, and what taxes you may owe.
|
What to Do With Your Trump Tariff Rebate
A $2,000 tariff-funded payout is only a proposal for now. If it lands in your pocket, here are smart ways to use it.
|