In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
How Long Will Your Funds Last?
How much can you afford to pay for a car?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.