If you've ever wondered what an Estate Plan is or how it works, your're not alone! Learn Estate Planning basics as well as who can benefit from having a plan!
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Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
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Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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