The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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.
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future value of your current savings.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Use this calculator to estimate how much income and savings you may need in retirement.