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Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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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.
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Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.