This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the future value of your current savings.
Determine whether you should consider refinancing your mortgage.
Use this calculator to determine whether you qualify for the different types of IRAs.