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.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Will you be able to afford nursing home care?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator can help you determine how soon you can pay off your mortgage.