Section · 08

On tax planning.

— 2 articles

Woman in her fifties reviewing retirement account statements at a desk with a laptop and notepad

Investing August 11, 2026

The New SECURE 2.0 Roth Catch-Up Mandate: What High-Earning Women Over 50 Must Know Starting in 2026

If you earned over $150,000 in 2025, your 401(k) catch-up contributions must be Roth in 2026. What changed, who it hits, and why it may work in your favor.

Retirement planning paperwork with Roth IRA and Traditional IRA labels

Investing March 18, 2025

Roth IRA vs Traditional IRA: Which Is Right for You?

Roth and Traditional IRAs offer different tax breaks. The decision framework, income limits, and the scenarios where each one wins.