334 Oakland Ave Rock Hill, SC 29730 Phone: 803-326-5040/866-925-3525 Fax: 803-326-5041
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.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
Estimate the future value of your current savings.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.