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.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
How Long Will Your Funds Last?
Use this calculator to estimate how much income and savings you may need in retirement.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.