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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Develop a Life Plan
An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.
The World Is Your Oyster
If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.
Take Advantage of Temporary Tax Laws
A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.
Chasing Hot Performers
As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.
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