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.
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 the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.