Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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 discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
How much will it cost to pay off a loan over its lifetime?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much life insurance would you need to produce a sufficient income stream for your family?
Compare the potential future value of tax-deferred investments to that of taxable investments.