A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Compare the potential future value of tax-deferred investments to that of taxable investments.