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.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much do you need to save each year to meet your long-term financial goals?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.