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.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator can help you determine how soon you can pay off your mortgage.