Starting in 2026, high earners must make 401(k) catch-up contributions on a Roth basis. Check whether the $150,000 wage rule applies to you and see your 2026 contribution limits.
Long-term capital gains stack on top of your other income and are taxed at 0%, 15%, or 20%. See how much gain you can realize tax-free in 2026 and what a larger sale would cost.
Find out which 2026 IRMAA tier your income lands in and exactly what the Part B and Part D surcharges cost. IRMAA is a cliff — one dollar over a threshold can cost you hundreds a year.
The One Big Beautiful Bill Act added a temporary $6,000 deduction for taxpayers 65 and older. See how much you qualify for after the 6% income phase-out — and why the window closes after 2028.
Free FIRE calculator. Find your financial independence number, your age at FI, and how raising your savings rate moves the date. Closed-form math, no email required.