This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to determine whether you qualify for the different types of IRAs.
How Long Will Your Funds Last?