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.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future value of your current savings.
Knowing your likely life expectancy is an important factor in making long-term financial plans.