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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.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Use this calculator to determine whether you qualify for the different types of IRAs.