Excel 365 offers a powerful feature known as calculated columns, which significantly improves your data analysis capabilities. This tool allows you to create dynamic calculations that automatically ...

The IRS is revisiting the calculations used to determine required minimum distributions from retirement plans, annuities and IRAs. The agency issued a notice of proposed rulemaking on Friday and ...

Ever wondered how some managers seem to have a sixth sense for spotting trends and making data-driven decisions? What if you could unlock that same ability with just a few clicks in Excel? Excel Pivot ...

The purpose of any such updates would be to increase the effectiveness of tax-favored retirement programs by allowing retirees to retain sufficient retirement savings in these programs for their later ...

The IRS has issued Notice 2019-26, which specifies updated mortality improvement rates and static mortality tables, as well as a modified unisex version of the mortality tables, to be used for defined ...

Using this calculator, which illustrates the difference between an individual’s “old” and “new” RMD amounts, we can see that by using the new Uniform Lifetime Table (the table used by most owners to ...