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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Knowing the rules may help you decide when to start benefits.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
These food myths will really put a drain on your wallet.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
What is your plan for health care during retirement?
Around the country, attitudes about retirement are shifting.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.