An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.