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 looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.