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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.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Estimate the future value of your current savings.
Use this calculator to determine whether you qualify for the different types of IRAs.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.