What is a Stretch IRA?
If you fail to name a beneficiary on your IRA, it may be much more difficult for your beneficiaries to ‘stretch’ the inherited IRA over their lifetimes.
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Financial Planning At Your Fingertips
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Term insurance is the simplest form of life insurance. Here's how it works.
For many, retirement includes contributing their time and talents to an organization in need.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Here are five facts about Social Security that might surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A bucket plan can help you be better prepared for a comfortable retirement.
There are hundreds of ETFs available. Should you invest in them?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.