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 looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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.
How much can you afford to pay for a car?
Determine whether you should consider refinancing your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.