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.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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 calculator is designed to help you attach a dollar figure to your life’s work.