A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How Long Will Your Funds Last?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.