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.
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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much do you need to save each year to meet your long-term financial goals?
How much can you afford to pay for a car?
Knowing your likely life expectancy is an important factor in making long-term financial plans.