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."
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Being healthy not only makes you feel good, it may also help you financially.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
It's important to understand the pros and cons when considering a prepaid debit card.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Calculating your potential Social Security benefit is a three-step process.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Why are 401(k) plans, annuities, and IRAs so popular?
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.