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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate how much income and savings you may need in retirement.