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Contact: Brian East, CFP®The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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.
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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the future value of your current savings.