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SubscribeThe SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.