There are currently 20 exceptions, with a 21st on the way. Here are those exceptions, with some brief commentary.

Here are 12 answers to frequently asked questions about super catch-up contributions.

Here’s some good news from the 2025 World Happiness Report: “People are too pessimistic about the kindness of their communities.”

The arrival of the SECURE Act means the end of the stretch IRA for many beneficiaries.

Oftentimes people think they can roll a 401(k) RMD to their IRA and simply take that plan RMD from the IRA later in the year. Incorrect.

It’s important to remember that the decisions you make today can have a significant effect on the value of your portfolio over the long-term.

If you don’t fix the error by that date, the tax consequences are serious. Having a tax filing extension for 2024 does NOT give you more time.

The distribution rules for taxation of Roth IRA distributions can be complicated, but if they are followed, the reward is tax-free withdrawals in retirement.

The Atlanta Federal Reserve (Fed)’s unofficial economic growth forecasting model has been delivering twists and turns worthy of a reality TV show.

Sometimes, there is no path forward. On occasion, all roads lead to dead ends.

More and more 401(k) plans are making Roth employee contributions available, and employees leaving their jobs often want to roll over Roth 401(k) funds to a Roth IRA.

Those who are near the cutoff for itemizing may employ an approach known as “bunching”, which makes it possible for taxpayers to itemize every other year.