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Practical Information for Financial Success

The information contained in this website is derived from sources believed to be accurate. You should discuss any legal, tax, or financial matters with the appropriate professional. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

HOT TOPIC: Saving America's Storied Automakers

The White House agreed to a strings-attached loan package to help keep the Big Three out of bankruptcy. But will the measure help keep the U.S. auto industry from dragging down the U.S. economy?

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