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 discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future value of your current savings.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Use this calculator to estimate how much income and savings you may need in retirement.