Joel Morawski CFP®, Philip Durkin, Thomas Sheedy MBA, and Sandra Barry CRC.
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Joel Morawski CFP®, Philip Durkin, Thomas Sheedy MBA, and Sandra Barry CRC.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.