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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.