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.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Use this calculator to estimate how much income and savings you may need in retirement.
How Long Will Your Funds Last?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.