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 looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate the future value of your current savings.