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.
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?
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
The item most homeowners forget on their home improvement project checklist is insurance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Even if you’re young and single, you should still consider protecting yourself.
Marriage changes everything, including your insurance needs.
It's important to understand how inflation is reported and how it can affect investments.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you have causes that you want to support with donations? Here are three tips.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
Understanding the cycle of investing may help you avoid easy pitfalls.