This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.