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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A change in your mindset during retirement may drive changes to your portfolio.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are five facts about Social Security that might surprise you.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Learn how to harness the power of compound interest for your investments.
Recent changes in estate tax laws could affect the strategy you have in place.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.