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.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Couples may be able to head off many of the problems in a marriage that money can cause.
It's important to make sure your retirement strategy anticipates health-care expenses.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all of your choices when it comes to managing your taxable income?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Three things to consider before dipping into retirement savings to pay for college.