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Calculators

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Newsletters

Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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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