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 discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.