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Wealth Management
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-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Estimate the future value of your current savings.
How Long Will Your Funds Last?
Use this calculator to estimate how much income and savings you may need in retirement.