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 explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.