This calculator is designed to help you attach a dollar figure to your life’s work.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
Retirement Planning: How Secure Is Social Security?
View Social Security’s financial outlook, plus seven proposed fixes for a looming shortfall that may affect future benefits.
Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Family Limited Partnerships for Estate Planning Purposes
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.