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 article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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.
This calculator is designed to help you attach a dollar figure to your life’s work.
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?
A balance sheet summarizes your assets and liabilities and reveals your net worth.