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.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
How Long Will Your Funds Last?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much will it cost to pay off a loan over its lifetime?