Financial Planning and Insurance in the Hamptons and Beyond
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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.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How much do you need to save each year to meet your long-term financial goals?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How Long Will Your Funds Last?