Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
How much do you need to save each year to meet your long-term financial goals?
How Long Will Your Funds Last?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
A balance sheet summarizes your assets and liabilities and reveals your net worth.