Newsletters

• Cheaper Hearing Aids Are Coming to a Store Near You

  Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

• HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024

  The SECURE 2.0 Act made wide-ranging changes to U.S. tax laws related to retirement savings. This article provides an overview of some important provisions that take effect in 2024.

• A Mortgage Recast Is an Alternative to Refinancing

  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.

• SECURE 2.0 Makes It Easier to Give and Receive

  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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Calculators

• Taxable Equivalent Yield

  Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

• IRA Eligibility

  Use this calculator to determine whether you qualify for the different types of IRAs.

• Mortgage Acceleration

  This calculator can help you determine how soon you can pay off your mortgage.

• Lifetime Earnings

  This calculator is designed to help you attach a dollar figure to your life’s work.

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