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Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
IRA Eligibility

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.