A new year means new tax figures for individuals
January 16, 2026
For 2026, the standard deduction, most retirement contribution limits and the gift and estate tax exemption are increasing. Other important tax figures for individuals are also changing.
More individuals with disabilities will be eligible for tax-advantaged ABLE accounts in 2026
January 9, 2026
If you or someone in your family became disabled or blind after turning 26 but before age 46, the expansion of ABLE account eligibility in 2026 provides a new opportunity for tax-advantaged savings.
Changes to charitable donation deductions are on the horizon
January 7, 2026
New tax law provisions for deducting charitable donations go into effect in 2026. Find out how you’ll be affected.
Checking off RMDs on the year-end to-do list
December 29, 2025
If you’re subject to required minimum distribution (RMD) rules on a retirement plan you own or inherited, you may need to take action by Dec. 31 to avoid a penalty. Here’s what you need to know.
There’s still time to save 2025 taxes
December 16, 2025
Want to reduce your 2025 taxes? Here are four ideas you may be able to implement in December.
Have you used up your 2025 FSA funds?
December 10, 2025
As 2025 wraps up, be sure to review your FSA balance and check whether your plan offers a grace period or rollover option.
