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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 provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
A balance sheet summarizes your assets and liabilities and reveals your net worth.