Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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.
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.