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SubscribeThe 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 explains the basics of capital gains taxes when selling a home.
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
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 value of your current savings.
This calculator is designed to help you attach a dollar figure to your life’s work.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate how much income and savings you may need in retirement.