Retirement Planning made Simple once again

This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much will it cost to pay off a loan over its lifetime?
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.