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401(k) Plans: The Basics

Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” are one of the most popular types of employer-sponsored retirement plans.

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Billions of AGI Shifting to Lower-Tax States

According to the latest IRS Migration Data released in early 2026, a trend in taxpayer relocation is emerging: Taxpayers are leaving states with higher income tax rates and moving to states with lower income tax rates.(1)

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Back-to-School Spending By the Numbers

Back-to-school season has begun, and families everywhere are filling their shopping carts with classroom essentials.

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Tax-Advantaged Ways to Save for College

In the college savings game, all strategies aren’t created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college.

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Charitable Giving

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.

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