Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
How much do you need to save each year to meet your long-term financial goals?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.