Newsletters

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?