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 provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How much will it cost to pay off a loan over its lifetime?
How much would your monthly lease payment be?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.