A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.