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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-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will It Take to Pay my Balance?