The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
How much will it cost to pay off a loan over its lifetime?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.