One of my favorite tax credits in the entire U.S. tax code was the Saver’s Credit (aka the ‘Retirement Savings Contribution Credit’). With that credit, income-eligible individuals could get …
This Saver’s Tax Credit article has been updated for the 2026 and 2027 tax years. The Saver’s Credit (aka the ‘Retirement Savings Contribution Credit’) will undergo a big change …
This maximum 401K contribution article has been updated for the 2026 and 2027 tax (calendar) years and contains historical data on prior years. The IRS has announced the 2027 …
This article on maximum IRA contributions has been updated for the 2026 and 2027 tax years. The IRS has announced the 2026 maximum IRA contribution limit, which is the …
This HSA overview has been updated for the 2026 & 2027 tax years. A number of years ago, I had moved from a traditional PPO health insurance plan to …
This HDHP overview has been updated for the 2026 & 2027 tax years. I personally used a high deductible health plan (HDHP) for many years at my prior employer …
This FSA Carryover Rule overview is updated with information for 2026 to 2027 and 2027 to 2028 FSA carryovers. We’ve previously covered the basics on flexible spending accounts (FSAs), …
This FSA overview has been updated for the 2026 & 2027 tax years. I’ve gone in to great detail on my love for health savings accounts (HSAs), but also …
This Child Tax Credit overview will cover updated details on the Child Tax Credit, Additional Child Tax Credit, Adoption Tax Credit, and Child & Dependent Care Tax Credit for …
