Tax Breaks: The Slow Down, Double-Check Edition

Plus: Social Security benefits, IRA contributions, AI and the IRS, tax season filing statistics, Taxes From A to Z, tax filing deadlines, tax trivia and more.

What Is a Designated Roth Account? Definition, Uses, and Benefits

A designated Roth account is a type of retirement account in a 401(k), 403(b), or 457(b) plan with specially allocated Roth ...

How to Qualify for the Retirement Saver’s Match

The saver's match is worth 50% of qualifying retirement account contributions of up to $2,000 per individual. Taxpayers who ...
The CPA Journal

Required Roth Catch-Up Contributions for 2026

An individual may elect to defer some of their wages into a retirement plan through their employer's plan . That deferral ...

Money coach maxes their Roth IRA at the beginning of every year: It's 'non-negotiable for me'

Charly Stoever makes a lump sum investment into their Roth IRA each January, even if it makes up a large chunk of their income.

Less Than Half of U.S. Workers Know About a Tax Credit for Retirement Savers

Forty-eight percent of U.S. workers are aware of the Saver's Credit, according to survey findings from nonprofit Transamerica Center for Retirement Studies (R) (TCRS). The Saver's Credit, also ...

Should higher earners still make 401(k) catch‑up contributions?

Starting this year, some tax breaks will be off-limits for some retirement savers. That’s because of a new provision from Secure 2.0 that went into effect on Jan. 1, 2026.
The Motley Fool

What Is an IRA and How Does It Work?

IRAs offer tax advantages for retirement savings, each with unique contribution and income limits. Choosing between traditional and Roth IRAs depends on expected future tax rates and retirement needs.
Los Angeles Times

What you need to know before making financial gifts

This is read by an automated voice. Please report any issues or inconsistencies here. If you have gifting to loved ones on your mind, here are some considerations related to taxes and logistics.
NerdWallet

4 Best Roth IRA Accounts for Beginner Retirement Investors

Roth IRA accounts generally offer the same core features, no matter where you open one. But we've narrowed down the options to highlight four Roth IRAs that offer truly unique value. Many, or all, of ...
USA Today

Investing $6.66 per day could make you a millionaire by retirement

For those seeking financial security in retirement, there's a saying all young people should take to heart: Time in the market is far more important than "timing the market." In other words, one doesn ...
Forbes

Tax-Free Retirement Income Maximized With The Mega Backdoor Roth

If you are working to increase you longevity, you should also make sure you don't outlive your money. The mega backdoor Roth can help. Many people I know love tax-free income. If you similarly want to ...