Welcome to Beacon Wealth Consulting South, LLC
Welcome to Beacon, a different kind of experience awaits you as a client of our firm.
Welcome to Beacon, a different kind of experience awaits you as a client of our firm.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.