Newsletters

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Have You Set a Retirement Savings Goal?

Completing this simple worksheet can help establish a realistic retirement savings target.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Savings Accumulation

Estimate the future value of your current savings.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.