Net Unrealized Appreciation in 2026: When Company Stock Beats a Rollover
NUA can slash the tax bill on appreciated company stock in your 401(k) -- but only if the numbers and your situation actually line up.
401(k) Rollover to IRA in 2026: Tax Traps Worth Avoiding
A 401k rollover IRA transfer looks simple, but tax traps around the 60-day rule, Roth conversions, and RMDs can cost thousands.
SECURE 2.0 Catch-Up Contribution Rules in 2026: Ages 60–63 Explained
SECURE 2.0's enhanced catch-up contribution limit for ages 60-63 is fully in effect in 2026. Here is how the $11,250 limit works and when to use it.
Municipal Bond Tax Exemptions in 2026: Are Munis Worth It at Current Yields?
Muni yields of 3.2-3.8% look modest, but tax exemptions still produce strong after-tax returns for high-bracket investors in 2026 -- if the math is done right.
Inherited IRA Distribution Rules in 2026: Avoiding the 10-Year Trap
Inherited IRA rules in 2026 are fully in force. Here is what non-spouse beneficiaries must do to avoid costly penalties and unnecessary taxes.