Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
The One Big Beautiful Bill Act includes many provisions that affect higher education.
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
How Long Will It Take to Pay my Balance?
How much do you need to save each year to meet your long-term financial goals?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much life insurance would you need to produce a sufficient income stream for your family?