What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Financial Fixes: From Health Scare to Financial Care
Have you or a loved one ever had a major health scare? One that rocked your world for a few days (and sleepless nights) until you learned it was not as serious as you feared and that life would return to normal with the right care.
Tax-Advantaged Health Care Planning for Retirement
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.