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.
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 discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to determine whether you qualify for the different types of IRAs.