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This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
This article covers the contribution and catch-up limits for workplace retirement plans, including the less-common opportunity to make larger after-tax contributions.