FINANCIAL PLANNING • WEALTH MANAGEMENT • ESTATE PLANNING
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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.
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.