Topic: Tax Planning
Articles that discuss optimizing and minimizing taxes with regard to your retirement plan.
Key Financial Data 2025
July 17, 2025School of Financial Wellness
Download our 2025 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
Types of Ownership for Brokerage Accounts
March 20, 2025School of Saving and Investing
You have options to define the ownership of brokerage assets, and the choice determines access to funds, taxes, and inheritance.
401(k) Contribution Limits in 2025
November 19, 2024School of Saving and Investing
A 401(k) is an excellent way to save for retirement and you will be able to contribute even more in 2025.
IRA Contribution Limits in 2025
November 7, 2024School of Saving and Investing
The IRS recently announced tax year 2025 contribution limits for traditional and Roth IRAs as well as SIMPLE and SEP IRAs.
HSA Contribution Limits In 2025
September 26, 2024School of Saving and Investing
After an annual inflation adjustment, the amount you can contribute to a health savings account will increase for tax year 2025.
Should You Rollover Your 401(k) At Retirement?
July 26, 2024School of Saving and Investing
At retirement, you’ll need to decide whether to keep your savings in your 401(k) or roll them into an Individual Retirement Account.
Monetary Vs. Fiscal Policy
June 27, 2024School of Financial Wellness
Monetary and fiscal policy are two methods that the federal government and the Federal Reserve use to influence the economy.
Educational Savings Accounts: Everything You Need to Know
April 25, 2024School of Saving and Investing
When saving for your child’s college, the account you choose can impact your taxes, investment options, and chances of success.
How President Biden’s 2025 Budget Could Impact Social Security
April 11, 2024School of Social Security & Medicare
The proposed 2025 federal budget provides additional funding to the SSA to improve access to benefits and customer service.