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.
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.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This calculator is designed to help you attach a dollar figure to your life’s work.