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.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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.
How Long Will Your Funds Last?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Compare the potential future value of tax-deferred investments to that of taxable investments.