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.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to determine whether you qualify for the different types of IRAs.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.