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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Your Retirement Lifestyle

When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.

July 31, 2025

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SLATs for Couples

A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.

July 31, 2025

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Budgeting for Student Loans

Ready to face student loan repayments? Conquer your budget by tracking expenses, cutting back on non-essentials, and balancing debt payment with retirement savings.

July 31, 2025

College and education

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5 Documents for College Kids

When your child becomes an adult, you lose access to their private information. Establishing these legal documents before they go off to college can offer peace of mind.

July 21, 2025

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529-to-Roth IRA Rollovers

Unused 529 funds can be rolled into the beneficiary's Roth IRA without a tax penalty. But that's probably not a reason to overfund 529s.

July 10, 2025

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How to Fund a Scholarship

For families of means, funding a scholarship is an attractive way to perpetuate their values and support future generations of learners. Here are four questions to answer before you get started.

June 06, 2025

Estate planning

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SLATs for Couples

A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.

July 31, 2025

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5 Documents for College Kids

When your child becomes an adult, you lose access to their private information. Establishing these legal documents before they go off to college can offer peace of mind.

July 21, 2025

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Handling an Inherited Business

Inheriting a business can be a great honor—and potentially a great burden. Here's how to assess its viability and navigate the tax bill.

July 09, 2025

Saving for retirement

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How Does a Roth IRA Work?

Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

June 10, 2025

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Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

June 10, 2025

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A Guide to Retirement Planning

Retirement planning looks different depending on the season of life you're in. Here's how to approach your most important savings goal—one decade at a time.

June 06, 2025

In retirement

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Home Equity in Retirement

Retirees have several options for using a home's value to assist their finances.

July 11, 2025

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Managing Social Security Taxes

High-income retirees are all but guaranteed to pay tax on their Social Security benefits. Here's how you can manage your overall tax hit before and after you start collecting.

June 06, 2025

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A Guide to Retirement Planning

Retirement planning looks different depending on the season of life you're in. Here's how to approach your most important savings goal—one decade at a time.

June 06, 2025

Tax planning

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ILITs and the Three-Year Rule

Life insurance gifted to an irrevocable life insurance trust (ILIT) within three years of your death will be included in your estate for tax purposes. Can you avoid a clawback?

June 06, 2025

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Managing Social Security Taxes

High-income retirees are all but guaranteed to pay tax on their Social Security benefits. Here's how you can manage your overall tax hit before and after you start collecting.

June 06, 2025

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3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

April 15, 2025

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Retirement IRA 401(k) Taxes Financial Planning Budgeting Education Estate Planning Health Care Wills

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.