Newsletters

New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Voluntourism: A Vacation That Makes a Difference

A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Disability Income Insurance

How much Disability Income Insurance do you need?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.