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.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Use this calculator to determine whether you qualify for the different types of IRAs.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.