Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.