Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Knowing the rules may help you decide when to start benefits.
It's important to make sure your retirement strategy anticipates health-care expenses.
A quick look at how federal income taxes work.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you died, what would happen to your email archives, social profiles and online accounts?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.