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Required Minimum Distribution Rules

When calculating RMDs for multiple accounts, it’s important to understand which amounts can be combined and which accounts must distribute separate RMDs.

Beyond Medicare: What Are Your Options?

A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

Oil Prices and the Economy

The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.

Where There’s a Will…

A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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.

Savings Accumulation

Estimate the future value of your current savings.

Taxable Equivalent Yield

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

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