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What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Buy/sell agreements are designed a business against the death of a principal or key employee.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learning more about gold, and its history, may help you answer that question.
There are nearly 1,200 ETFs available. Should you invest in them?
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.