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.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Determine whether you should consider refinancing your mortgage.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate how much income and savings you may need in retirement.