This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much would your monthly lease payment be?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.