How to Find A Lost 401(k): The Best Ways to Track Down Forgotten Retirement Funds

As of May 2023, there were an estimated 29.2 million forgotten 401(k) accounts, totaling $1.65 trillion, or 25% of all 401(k) assets. If you think you might have lost track of your own 401(k) accounts, here are some steps to help you locate your forgotten funds.

When Does A Roth 401(k) Make More Sense?

While both Roth and traditional 401(k) contributions offer benefits for retirement savings, there are important differences between the two, and in some cases, one might be more advantageous than the other.

When Will IRS Accept, Start Processing 2024 Tax Returns? Official Date Announced

This tax season, taxpayers will also have better access to their tax account information via new text and voice virtual assistants, expanded features on the IRS Individual Online Account, mobile access to numerous tax forms, and more alerts to combat scams targeting taxpayers.

Tax Season Is A Month Away. Review This Year Tax Checklist To Prepare

There are end-of-the-year tax tips that can set you up for the upcoming tax season. It's worth taking the time now to review your tax situation, as a little effort now could pay off big later.

A Week Left to Spend Your 2024 Flexible Spending Account Money: How It Works And What You Can Buy

If you're headed into the end of 2024 with a large FSA balance, don't worry. A long list of items and health services are FSA eligible, including several you may not have considered.

25 Financial Moves To Consider Making Before December 31st

It’s worth focusing on practical financial strategies to consider before the end of the year. It will also help lay the groundwork for a financially successful year ahead.