Daniel G. Mazzola - dgmazzola@americanportfolios.com
Daniel P. Mazzola - dpmazzola@americanportfolios.com
Daniel G. Mazzola - dgmazzola@americanportfolios.com
Daniel P. Mazzola - dpmazzola@americanportfolios.com
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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.
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.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.