Newsletters

• A New Year, A New Opportunity to Save with a 529 Plan

  This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

• Cheaper Hearing Aids Are Coming to a Store Near You

  Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

• Bear Market Emotions: Strategy vs. Reaction

  Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.

• Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

  Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.

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Calculators

• Tax-Deferred Savings

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

• Required Minimum Distributions

  Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

• Cost of Retirement

  Use this calculator to estimate how much income and savings you may need in retirement.

• Mortgage Acceleration

  This calculator can help you determine how soon you can pay off your mortgage.

More Calculators »