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.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Use this calculator to estimate how much income and savings you may need in retirement.
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.