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.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.