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 article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator can help you determine how soon you can pay off your mortgage.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.