Taxes

New for 2026: if you're 50 or older and earned over $150,000 in 2025, every 401(k) catch-up dollar must be Roth. A 3-paystub audit tells you whether payroll made the switch correctly — or made a mistake you'll pay for at tax time.

The IRS is mailing CP321J letters about the new Saver's Match — a 50% match on up to $2,000 of retirement contributions, worth up to $1,000 a year starting in 2027. Who qualifies and what to do now.

An HSA is the only account with a triple tax break — but you need a high-deductible health plan. How HSAs work, the 2026 limits, and who should skip one.

People who make substantial donations to non-profit organizations like charities, churches, synagogues, and shelters sometimes donate appreciated stock instead of cash...