What is a Roth IRA? A Roth IRA is a type of investing account designed for retirement savings. Find out if it may be the right investment vehicle to help you meet your goals.
What’s the difference between after-tax contributions to a 401(k) plan vs. Roth 401(k)? While similar, Roth and after-tax 401(k) plans have several key differences. Dig deeper into the pros and cons of each.
Tax 101: Understanding the basics Understanding the tax system can help individuals and businesses navigate their financial strategies to minimize the impact of taxes.
When are taxes due? Deadlines for 2025 filing season U.S. income taxes are due Tuesday, April 15, 2025. Learn about tax deadlines and filing dates to be prepared for Tax Day.
Charitable giving: Tax-smart strategies for doing good Developing a tax-savvy giving back strategy can be an important part of a comprehensive financial plan — and help make doing good an effective year-round endeavor.
Move a mile, make a million Tax optimization strategies are an important consideration in overall wealth and lifestyle planning. You don’t have to move thousands of miles to benefit from “tax cliffs” – or variations in tax rules when you cross a border.
Making a Difference: How advice drives retirement readiness in the tax-exempt market Empower research finds that workplace savers who have taken advantage of advice interactions available through their plans are significantly better prepared for retirement than those who haven't.
What is PITI? PITI stands for principal, interest, taxes, and insurance. It's what makes up your annual homeownership expense and determines how much house you can afford.
What is tax-loss harvesting? Tax-loss harvesting is the investing technique of selling depreciated securities to offset gains within a given tax year.
Federal income tax: Rules & ways to reduce your tax burden The federal income tax is a tax the federal government imposes on the money each individual earns, whether it’s through a full-time job, a business they own, or their investments.
What happens if you don’t file taxes on time? Learn the implications of missing the deadline for filing your tax return, including the consequences and options for filing your tax return late.
What would Americans do with a windfall? Explore how Americans would spend a windfall in 2024, from savings and debt repayment to indulgent purchases.
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