Newsletters
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IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
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Virtual Health Care Is Here to Stay
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
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Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.