This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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.
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
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.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.