Newsletters

WEP and GPO Can Reduce Social Security Benefits

Explore how the windfall elimination provision and the government pension offset can affect Social Security benefits for people who earned a pension in noncovered employment.
HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
Diversifying Your Portfolio with International Flair

Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.
Double Up with a Spousal IRA

Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Disability Income Insurance

How much Disability Income Insurance do you need?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.