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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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are hundreds of ETFs available. Should you invest in them?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?