Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
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.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much do you need to save each year to meet your long-term financial goals?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to determine whether you qualify for the different types of IRAs.