The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Will you be able to afford nursing home care?
Determine whether you should consider refinancing your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator is designed to help you attach a dollar figure to your life’s work.