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Risk ManagementThe 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.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Determine whether you should consider refinancing your mortgage.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.