Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
An inside look at how marginal income tax brackets work.
It sounds simple, but paying yourself first can really pay off.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Tax preparation may be the perfect time to give the household budget a check-up.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
$1 million in a diversified portfolio could help finance part of your retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.