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Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? Sit, Stay, Rollover: A Guide to IRA Rollovers

Helpful Content

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

How Income Taxes Work

A quick look at how federal income taxes work.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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