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."
U.S. Personal Savings Rate
What can be learned from the savings rate?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Ascertaining the value of your business is important for a variety of reasons.
Is your estate in order? This short quiz may help you assess your overall strategy.
Taking regular, periodic withdrawals during retirement can be quite problematic.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the potential capital gains taxes due on your transactions.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are nearly 1,200 ETFs available. Should you invest in them?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.