Planning
Prepare for financial milestones and events
Saving for retirement
Retirement Savings Tips
Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.
Trading Options in an IRA
Trading options in an IRA is possible for those who qualify. Here are some IRA options trading strategies that could open up some possibilities for your portfolio.
In retirement
Estate Tax and Lifetime Giving
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
The Key Ages of Retirement
Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.
Demystifying RMDs
Guidelines, deadlines, and potential tax consequences: What you need to know when it comes to required minimum distributions.
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Taxes
Estate Tax and Lifetime Giving
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
Tax-Efficient Investing Plan
Making tax-efficiency part of your investing strategy can help lower your tax bill.
Choosing Out-of-State Munis
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
College and education
Coverdell Savings Accounts
Coverdell Education Savings Accounts can provide more flexible investing options compared to 529 college savings plans.
Costly College-Saving Mistakes
A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid.
College Custodial Accounts
Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.
Estate planning
How to be a Tax-Smart Donor
Increase your charitable impact while potentially reducing your taxable income.
9 Must-Dos If You're Retired
The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.