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.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Use this calculator to estimate how much income and savings you may need in retirement.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.