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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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HOT TOPIC: Does the Estate Tax Have a Future?
For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?
Fixed Annuities May Offer Stability
A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.
HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?
Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.
The Growing Popularity of Preferred Stocks
Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.
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