Eligible 529 savings can now be rolled into a Roth IRA for the same beneficiary, tax- and penalty-free, turning excess education funds into a powerful retirement boost.
New conforming loan limits for 2026 will raise the maximum mortgage loan amounts eligible for backing by Fannie Mae and Freddie Mac.
Maximize the "fresh start" feeling and focus on preparing finances heading into the next year.
An in-plan Roth conversion offers retirement savers the chance to potentially grow more of their retirement nest egg tax-free.
Find out more about a mega backdoor Roth and what it means for retirement savings.
Personal finances shifted this year with rate cuts, strong markets, and stabilizing inflation.
Explore the benefits and considerations of converting to a Roth IRA to optimize your retirement savings and tax strategy.
Headline inflation slowed to 2.7% year-over-year, but coffee and beef remain major pain points, and gas prices jumped in November.
Americans age 50 or older can save more for retirement than the typical annual limit. These catch-up contributions allow savers to potentially make up ground on reaching their retirement goals.
The IRS raised 401(k) limits for 2026, including bigger catch-up contributions for those age 50 or older.