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Timely Topics
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This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the future value of your current savings.
How much will it cost to pay off a loan over its lifetime?