Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Tax preparation may be the perfect time to give the household budget a check-up.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A quick look at how federal income taxes work.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Use this calculator to estimate your capital gains tax.
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.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
Investors seeking world investments can choose between global and international funds. What's the difference?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
How will you weather the ups and downs of the business cycle?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?