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The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
