Newsletters

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.