Newsletters

• HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024

  The SECURE 2.0 Act made wide-ranging changes to U.S. tax laws related to retirement savings. This article provides an overview of some important provisions that take effect in 2024.

• On the Move Again: International Travel Tips

  Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.

• The Federal Reserve’s Key Meeting Dates in 2024

  This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.

• 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

• Lifetime Earnings

  This calculator is designed to help you attach a dollar figure to your life’s work.

• Credit Card Debt

  How Long Will It Take to Pay my Balance?

• Impact of Inflation

  Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

• Estate Taxes

  Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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