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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, infiltrating the world of bonds.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Understanding the economy's cycles can help put current business conditions in better perspective.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are six flags that may make your tax return prime for an IRS audit.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Recent changes in estate tax laws could affect the strategy you have in place.
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.