Helping to Light the Way!
Our Goal at SplitRock Financial Group is to help our clients achieve personal and business success by providing the best possible team of trusted professionals and solutions available to achieve their financial goals.
Our Goal at SplitRock Financial Group is to help our clients achieve personal and business success by providing the best possible team of trusted professionals and solutions available to achieve their financial goals.
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.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.