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An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.
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Retirement confidence slipped in 2026 for both workers and retirees.
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The Labor Department has proposed a rule that offers some relief for employers considering alternative assets.
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Understanding how your spouse's death impacts your taxes can be helpful in managing tax liability.
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A simplified employee pension (SEP) is a written plan that allows employers to make retirement contributions to individual retirement arrangements (called SEP-IRAs) set up for each eligible plan participant. These contributions may be deducted from the business's income and are generally excluded from the employee's income (see "Note" below). In addition, eligible employees can make IRA contributions to their existing SEP-IRA accounts. Although SEP-IRAs can accept higher annual contributions than traditional IRAs, SEP-IRAs are subject to most of the procedures and federal income tax rules that apply to traditional IRAs.
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Understanding how these two concepts work can help you put together a portfolio that targets your specific needs.