Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Will you be able to afford nursing home care?
How Long Will Your Funds Last?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.