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 the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate the future value of your current savings.
A balance sheet summarizes your assets and liabilities and reveals your net worth.