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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.
Risk Tolerance
This calculator is designed to help you clarify your comfort level with investment risk.
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mark Your Calendar
Once we approach the end of our working years, birthdays take on a renewed importance.
Working for Social Security
There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.
New Year: Check and (Re)balance
Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.
Patching the Alternative Minimum Tax
The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.
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