High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to determine whether you qualify for the different types of IRAs.
How much will it cost to pay off a loan over its lifetime?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.