Social Security: Maximizing Your Social Security Benefits
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Knowing your options when a CD matures can help you make a sound investment decision.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are hundreds of ETFs available. Should you invest in them?
Learn how to harness the power of compound interest for your investments.
Even low inflation rates can pose a threat to investment returns.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.