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Newsletters

HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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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.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Roth IRA Conversion

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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