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Helpful Content
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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Should I Invest in Gold?
Learning more about gold, and its history, may help you answer that question.
Should You Invest in Exchange Traded Funds?
There are nearly 1,200 ETFs available. Should you invest in them?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.