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.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
How much will it cost to pay off a loan over its lifetime?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How Long Will It Take to Pay my Balance?
Determine whether you should consider refinancing your mortgage.