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.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator is designed to help you attach a dollar figure to your life’s work.