Topic: Tax Planning
Articles that discuss optimizing and minimizing taxes with regard to your retirement plan.
What Should You Do with Unused Funds in an Educational Account?
March 5, 2026School of Financial Wellness
If you have unused funds in a 529 plan or Coverdell ESA for your child, you can transfer, rollover, or withdraw the money.
4 Ways to Reduce Your 2025 Taxes Before the Deadline
February 19, 2026School of Financial Wellness
Consider these four last-minute strategies to reduce your 2025 income tax burden before the April 15th filing deadline.
Key Financial Data 2026
January 8, 2026School of Financial Wellness
Download our 2026 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
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.
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.
Five Types of Taxes to Factor into Your Retirement Plan
August 7, 2025School of Financial Wellness
These 5 taxes are the most common for retirees, and understanding them is the key to creating a robust tax management plan.
How Could The “One Big, Beautiful Bill” Impact You?
July 18, 2025School of Financial Wellness
The “One Big, Beautiful Bill” has been signed into law. Our summary covers how the new law could impact your financial plan.