Aimed at Growing, Protecting, and Transferring Your Lifestyle and Legacy
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Welcome to My Website !
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.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Use this calculator to estimate how much income and savings you may need in retirement.
Will you be able to afford nursing home care?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much will it cost to pay off a loan over its lifetime?