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.
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.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the future value of your current savings.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This calculator can help you determine how soon you can pay off your mortgage.