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.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future value of your current savings.
Knowing your likely life expectancy is an important factor in making long-term financial plans.