Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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."
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
A quick look at how federal income taxes work.
A letter of instruction provides additional and more personal information regarding your estate.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
When to start? Should I continue to work? How can I maximize my benefit?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
Smart investors take the time to separate emotion from fact.
What does your home really cost?
How do the markets usually react to elections? Was the 2016 election any different?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The average retirement lasts for 18 years. Are you prepared to fill that many days?