Resources

Retirement

<p>Investment Strategies for Retirement</p>

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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<p>A Fruitful Retirement: Social Security Benefit</p>

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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<p>What Is a Roth 401(k)?</p>

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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<p>Perception vs. Reality</p>

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Investments & Money

<p>Why Regular Rebalancing Makes Sense</p>

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.
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<p>What Can a Million Dollars Buy You?</p>

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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<p>Paying Off a Credit Card</p>

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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Estate

<p>What Is My Life Expectancy?</p>

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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<p>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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<p>Estate Management Checklist</p>

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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<p>What is the Value of Your Business?</p>

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Taxes

<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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<p>You May Need to Make Estimated Tax Payments If&#8230;</p>

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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<p>Red Flags for Tax Auditors</p>

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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<p>What Do Your Taxes Pay For?</p>

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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