Looking to 2015: Retirement Plan Changes
... some good news, a bit of not-so-good-news and a touch of news-in-the-making regarding 401(k) and 403(b) plans, Roth IRAs and the new myRA accounts... READ MORE...
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Financial Planning At Your Fingertips
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
For many, retirement includes contributing their time and talents to an organization in need.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
It's important to make sure your retirement strategy anticipates health-care expenses.
The uncertainties we face in retirement can erode our sense of confidence.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn how to harness the power of compound interest for your investments.
There are things you can do to keep yourself safe when you lose your wallet.
What does your home really cost?