Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
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Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
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The Rule of 72
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.
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The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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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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