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.
Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
College Savings: Roth or 529 Plan?
Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
Protection to Help Your Family
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.