Roth IRA Conversion

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

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