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.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Determine whether you should consider refinancing your mortgage.
How Long Will Your Funds Last?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Use this calculator to determine whether you qualify for the different types of IRAs.