Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future value of your current savings.
Will you be able to afford nursing home care?