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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here are six flags that may make your tax return prime for an IRS audit.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Have you explored all of your choices when it comes to managing your taxable income?
What if instead of buying that home, you invested that money?
It's easy to let investments accumulate like the junk in a junk drawer.
Why are 401(k) plans, annuities, and IRAs so popular?
Investors seeking world investments can choose between global and international funds. What's the difference?
Three things to consider before dipping into retirement savings to pay for college.