This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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.
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.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How Long Will Your Funds Last?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.