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Newsletters
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IRA Strategies: After-Tax Money and the Pro-Rata Rule
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
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Virtual Health Care Is Here to Stay
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
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Flood Insurance: Be Prepared for Rising Waters and Changing Rates
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
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How Much Life Insurance Do You Need?
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.