As the year winds down, a handful of tax-related moves have December 31 deadlines. This article provides a list of what to think about and prioritize between now and the end of the year. It is for general informational purposes and is not tax or legal advice. RETIREMENT ACCOUNTS 401(k)/403(b) Plan Contributions Salary deferrals into employer retirement plans must be made through payroll by December 31. If you want to max out or increase contributions, check your final pay

The third quarter showed that strong growth and solid company earnings can keep markets moving higher in spite of inflation, geopolitical tension, and unprecedented levels of government debt keeping interest rates elevated. Business activity in the U.S. and Europe hit multi-year highs, driven by AI-fueled corporate investment, a resilient job market, and steady consumer spending. That underlying strength, combined with better-than-expected company earnings, helped push glob

A SECURE Act 2.0 provision took effect this year, which affects some retirement savers age 50 and older. Here's what it means and what you should know. Who's Affected Employees age 50+ whose 2025 FICA wages exceeded $150,000. Employees ages 60-63 eligible for “super catch-up” contributions. Who Isn't Affected Employees under the $150,000 wage threshold. Employees who changed employers this year and did not contribute more than $24,500 to their 2025 employer’s plan in 2026.