Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much will it cost to pay off a loan over its lifetime?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Compare the potential future value of tax-deferred investments to that of taxable investments.