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 explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
This calculator can help you determine how soon you can pay off your mortgage.
Will you be able to afford nursing home care?
A balance sheet summarizes your assets and liabilities and reveals your net worth.