Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
Determine whether you should consider refinancing your mortgage.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to determine whether you qualify for the different types of IRAs.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.