Tag: IRA

2026–2027 Updates: Eight Things NOT to Do With Your 401(k) and IRA

Everyone who has a 401(k) or IRA has read the standard playbook: invest regularly, diversify, keep costs low. Good advice, all of it. But knowing what not to do is just as important — and some of the most expensive mistakes are the ones that feel reasonable in the moment.…

Facing Higher Taxes? Four Strategies That Actually Move the Needle in 2026

Tax bills go up for a lot of reasons — a raise, a bonus, selling an investment, or just bracket creep as your income grows. Whatever the cause, there are concrete, legal strategies that reduce what you actually owe, separate from whatever political debate is happening in Washington about future…