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 four good reasons why life insurance can be especially helpful in a challenging economy.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
How much will it cost to pay off a loan over its lifetime?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator can help you determine how soon you can pay off your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.