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 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.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to determine whether you qualify for the different types of IRAs.
How Long Will Your Funds Last?
Use this calculator to estimate how much income and savings you may need in retirement.