How Will the Trump Tax Plan Affect Me?
President Donald Trump signed the Tax Cuts & Jobs Act on December 22, 2017. Our Tax SuperSheet™ proprietary tax tool has been specifically programmed with the updated rules, standards and regulations of the Trump Tax Plan. Have you reserved your FREE 2018 TRUMP TAX ESTIMATE?
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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 72.
How Long Will Your Funds Last?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
