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."
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Couples may be able to head off many of the problems in a marriage that money can cause.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
With alternative investments, it’s critical to sort through the complexity.
Recent changes in estate tax laws could affect the strategy you have in place.
Even low inflation rates can pose a threat to investment returns.
$1 million in a diversified portfolio could help finance part of your retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.