A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much will it cost to pay off a loan over its lifetime?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.