The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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 calculator can help you determine whether you should consider converting to a Roth IRA.
How much do you need to save each year to meet your long-term financial goals?
Determine whether you should consider refinancing your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.