This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much can you afford to pay for a car?