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Contact: Brian East, CFP®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 explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
This calculator can help you determine how soon you can pay off your mortgage.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much can you afford to pay for a car?