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 presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Will you be able to afford nursing home care?