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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.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How Long Will Your Funds Last?
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?