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Here are some things to consider when weighing potential tax moves before the end of the year.
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
How much do you need to save each year to meet your long-term financial goals?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
This calculator can help you determine whether you should consider converting to a Roth IRA.