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.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.