What is a 401(k)?
A 401(k) plan is a tax-advantaged retirement account employers offer to help their employees save for retirement.
401(k) Contribution Limits for 2026
The IRS updates the 401(k) contribution limits each year — see the max you can add to your account in 2026.
How Much Should I Contribute to a 401(k) in 2026?
The amount you should contribute to a 401(k) depends on your savings plan and whether your employer matches contributions.
Capital Gains Tax: Long and Short-Term Rates for 2025-2026
Capital gains are the profits from the sale of assets. They can be subject to short-term or long-term tax rates.
Rules for Inherited IRAs
If you've inherited an IRA, withdrawal rules and taxes depend on your relationship and whether the account is a Roth IRA or a traditional IRA.
When (and How) to Switch Financial Advisors
High fees, strained communication and stagnant advice are among the reasons to look for a new advisor. Here's how to switch advisors if you need to.
Robo-Advisors vs. Financial Advisors: How to Choose
The choice depends on what you need.
How to Choose a Financial Advisor in 5 Steps
Vetting advisors takes time, but it’s worth it if you avoid paying for services you don’t need or wasting time with an advisor who isn’t a good fit.
Tax-Deductible Donations: 2025-2026 Rules for Giving to Charity
Here's more on what kind of donations are tax-deductible, and how to claim a deduction for charitable contributions.
Best-Performing REITs for August 2026 and How to Invest
Real estate investment trusts (REITs) let you invest in real estate without buying and managing properties yourself.
Gift Tax: How It Works, 2025 and 2026 Exclusions and Limits
Gift tax is a federal tax on money or property you give to another person. Because of annual and lifetime limits, few people owe it.
How Are Dividends Taxed? 2025-2026 Qualified and Nonqualified Dividend Tax Rates
How and when you own an investment that pays dividends can dramatically change the tax rate you pay.
Self-Directed IRA (SDIRA): How It Works and Where to Open One
This type of IRA allows you to hold alternative investments in a retirement account, but it comes with complex rules and risks.
Estate Tax: Definition, Rates and Who Pays in 2025 and 2026
Several states have this tax on the transfer of property after death. Know whether the rules and thresholds apply.
What to Do With an Inheritance
Estimated Tax Payments: How They Work and 2026 Due Dates
Learn how and when to make estimated tax payments in 2025 or 2026, and learn whether to worry about them in the first place.
Inheritance Tax: How It Works, Rates
Some beneficiaries must pay taxes when receiving assets or money from someone who has died. There is no federal inheritance tax but several states levy one.
What Is a Robo-Advisor, and Is One Right for You?
Robo-advisors automate investing. They may work for people who want a hands-off approach to growing wealth.
Best Ways to Invest $100,000: 6 Key Considerations
With $100K to invest, consider different accounts and investments available to you, alongside potential taxes and fees.
Roth IRA Conversion: Rules, What to Know
Wondering how to move funds from another retirement account into a Roth IRA? Here’s what you need to know.