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Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
How Long Will Your Funds Last?
How much life insurance would you need to produce a sufficient income stream for your family?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.