This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Unintentionally Disinheriting Your Spouse
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.