Baby Boomers are predicted to pass on more than $68 trillion to their children in what’s being called the Great Wealth Transfer.1
The SECURE 2.0 Act builds on a list of existing exceptions to the 10% federal income tax penalty for early withdrawals from tax-advantaged retirement accounts.
In 2022, the influencer marketing industry ballooned to $16.4 billion, a nearly 70% increase compared to 2020.1
40% of Americans own their home outright.1 If you want to join them but still have a few months or even years left on your loan, you may be entertaining the idea of paying off your mortgage loan early.