Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much life insurance would you need to produce a sufficient income stream for your family?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.