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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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The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.
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There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.