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.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
How much would your monthly lease payment be?
Determine whether you should consider refinancing your mortgage.
Will you be able to afford nursing home care?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.