One of the most tangible ways to create a lasting, meaningful impact on your community is through a charitable bequest. While ...

Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of ...

IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important ...

What’s less commonly known, however, is that nine bona fide types of income are non-taxable. This could help you when it ...

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...

When planning for your retirement, one of the most critical decisions you will make is structuring your estate plan. Many ...

We will pay interest on the notes at a rate per annum of compounded SOFR, as described herein, plus 0.97%, subject to the minimum interest rate of 0.50% per annum, to be payable quarterly on March 17, ...

CMS cannot finalize policies that were not, in some way, shape, or form, included in the proposed reg. While CMS can definitely modify, finalize, or not finalize certain policies it proposed, it ...

A life insurance retirement plan (LIRP) offers a cash value component that can help supplement traditional retirement savings ...

The energy storage industry has continued to progress over the course of 2024 and into 2025, buoyed in significant part by the federal income ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14 A INFORMATION Proxy Statement Pursuant to Section 14 of the Securities Exchange Act of 1934 Filed by the Registrant ...