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Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential capital gains taxes due on your transactions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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
The importance of life insurance, how it works, and how much coverage you need.
A bucket plan can help you be better prepared for a comfortable retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.