School of Saving and Investing
The School of Savings & Investing, presented by Meld University, conducts classes and publishes articles to help you stay abreast of the world of investing.
Managing a Financial Windfall: Bonus, Settlement, Inheritance, or Lottery Winnings
December 23, 2025School of Saving and Investing
A financial windfall, from a bonus, settlement, inheritance, or even winning lottery ticket, requires a unique approach.
IRA Contribution Limits in 2026
December 11, 2025School of Saving and Investing
The maximum contribution to a Traditional or Roth IRA will rise in 2026 along with limits for employer SIMPLE and SEP IRAs.
401(k) Contribution Limits in 2026
November 26, 2025School of Saving and Investing
The amount that you can deposit into an employer-sponsored 401(k), 403(b), or similar retirement plan has been increased for 2026.
Evaluating Your Cash Holdings as Interest Rates Decline
October 30, 2025School of Saving and Investing
Holding cash may have been prudent when interest rates were high, but your investment plan might need to change as rates decline.
How to Make Retirement Income Last a Lifetime
September 25, 2025School of Saving and Investing
A sustainable financial plan includes strategies to ensure that assets generate sufficient income to fund a decades-long retirement.
Combining 401k and IRA Accounts to Maximize Your Retirement Savings
September 18, 2025School of Saving and Investing
A unified retirement saving strategy that includes both 401(k) and IRA contributions can maximize accessibility and growth.
HSA Contribution Limits In 2026
September 11, 2025School of Saving and Investing
The IRS recently announced higher limits for HSAs in 2026 which will help investors cover medical costs and lower their tax bills.
How The SECURE Act Changed Inherited IRA Rules
May 22, 2025School of Saving and Investing
The SECURE Act changed the rules surrounding inherited IRAs and when beneficiaries must take distributions from the account.
Early Retirement: Can You Do It?
April 22, 2025School of Saving and Investing
Early retirement allows you to pursue passions without career constraints. Answering these questions determines if it is feasible.