Is Social Security taxable? The answer isn't exactly a simple one. Learn income thresholds, how to file, and which states tax benefits.
What taxes do I pay in retirement? One often-overlooked aspect of retirement planning is the impact of paying taxes in retirement.
Tax-smart strategies for year-end planning Making these efficient moves may potentially help taxpayers lower their tax bill and strengthen their finances over the long term.
2025 and 2026 tax brackets: New thresholds, same rates, paycheck impact The IRS has released the new tax brackets for the 2026 tax year. Find out your federal income tax rate for 2025 and 2026.
How do I create a solid estate plan? Get a Sense Check Empower’s Matt Carey talks through must-have documents, trusts, tax-smart strategies, and pitfalls to avoid when creating an estate plan.
Which states don’t tax retirement income? Depending on where you live, your retirement savings may last longer. Discover which states don't tax retirement income.
“Giving while living” can help build generational wealth Learn how a lifetime gifting strategy can support heirs sooner, offer potential tax efficiencies, and strengthen a financial legacy.
What are Roth IRA taxes & how do they work? Roth IRAs have unique tax benefits for investors, including tax-free growth and withdrawals. Learn how Roth IRAs work and how they compare with other tax-advantaged retirement accounts.
144 million Americans may soon get a new tax break for charitable donations A new law expands charitable tax deductions to 144 million Americans starting in 2026 — while reducing benefits for high earners. Learn how to maximize donations before the rules change.
Don’t need the RMD? Tax-smart strategies for Required Minimum Distributions RMDs can come with some tax implications, but there are options to ease the burden for those who don’t have an immediate need for the surplus cash.
What the big, beautiful bill could mean for wallets nationwide New legislation will reshape the tax code, adjust federal health spending, and retool college savings plans. Here's what you need to know about the law.
In-plan Roth conversion: How it works, benefits, taxes An in-plan Roth conversion offers retirement savers the chance to potentially grow more of their retirement nest egg tax-free.
