Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Will you be able to afford nursing home care?
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future value of your current savings.
Determine whether you should consider refinancing your mortgage.