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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
The uncertainties we face in retirement can erode our sense of confidence.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential capital gains taxes due on your transactions.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Smart investors take the time to separate emotion from fact.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Why are 401(k) plans, annuities, and IRAs so popular?
Do you have causes that you want to support with donations? Here are three tips.
There are nearly 1,200 ETFs available. Should you invest in them?