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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Beware of these traps that could upend your retirement.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A letter of instruction provides additional and more personal information regarding your estate.
Currency has been around for a long time. Here’s a quick history lesson.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A special needs trust helps care for a special needs child when you’re gone.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.