tax-advantaged accounts
-
Triple Tax-Advantaged Accounts: The Complete US Guide (HSA, and What Else Counts)
Read more: Triple Tax-Advantaged Accounts: The Complete US Guide (HSA, and What Else Counts)The HSA is the only mainstream US account with three layers of tax protection. Why Roth IRAs, traditional 401(k)s, and 529 plans don’t count, what the 2026 HSA contribution limits are, and the investment-HSA strategy that turns it into a stealth retirement account.
-
I-bonds rise to 4.26% for May-October 2026: the US sibling to UK Premium Bonds
Read more: I-bonds rise to 4.26% for May-October 2026: the US sibling to UK Premium BondsThe US Treasury raised the Series I Savings Bond composite rate to 4.26% for the May to October 2026 window, with the fixed-rate component holding at 0.90% locked for the bond’s 30-year life. We compare I-bonds against the best high-yield savings accounts, CDs, T-bills and TIPS, and set out who actually benefits at the current…
-
Solo 401(k) Complete Guide for Self-Employed Workers (2026)
Read more: Solo 401(k) Complete Guide for Self-Employed Workers (2026)A Solo 401(k) lets the self-employed contribute up to $72,000 in 2026 ($80,000 if you’re 50+, $83,250 if you’re 60-63), well past what SEP IRAs and SIMPLE IRAs allow. This guide covers eligibility, providers, setup, contribution strategy, mega backdoor Roth, and the SECURE 2.0 Roth catch-up rule with the sole-proprietor carve-out most coverage misses.
-
Investment Guides, Investment Strategies, IRAs & Tax-Advantaged Accounts, Retirement Planning, Tax StrategyRoth IRA vs Traditional IRA: Complete 2026 Comparison Guide (With Calculator)
Read more: Roth IRA vs Traditional IRA: Complete 2026 Comparison Guide (With Calculator)The choice between a Roth IRA and a Traditional IRA can swing your lifetime retirement wealth by six figures. For 2026, the IRS bumped the IRA contribution limit to $7,500 ($8,600 with the 50+ catch-up), and the Roth income phase-outs moved up too: $153,000-$168,000 for single filers, $242,000-$252,000 for joint filers. This guide walks through…
Subscribe
Sign up with your email address to receive our weekly news
Latest news
- UK house prices in October 2026: five indices, five different answers
- How to file a CFPB complaint in 2026, and what it can still achieve
- SEC Regulation Crypto Assets: what the proposed rules would mean for investors
- New government and your money: what has changed since July, and what has not
- Triple lock 2030: what changes for the State Pension, and what does not
Categories
- Backdoor Roth (1)
- Cryptocurrency (5)
- Expat Living & Lifestyle (1)
- General Blog (22)
- Index Funds (1)
- Investing Basics (6)
- Investment Guides (6)
- Investment Platforms (1)
- Investment Strategies (16)
- Investments (2)
- IRAs & Tax-Advantaged Accounts (13)
- ISAs and Pensions (7)
- Property Investment (8)
- Real Estate Investing (4)
- Retirement Planning (36)
- Tax Strategy (26)
- Tax-Efficient Investing (8)
- UK Investing (63)
- UK Property Investment (6)