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.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Determine whether you should consider refinancing your mortgage.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much do you need to save each year to meet your long-term financial goals?