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.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
How Long Will Your Funds Last?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.