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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
Use this calculator to estimate the cost of your childs education, based on the variables you input.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.
Help Your Family Help You
Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.
Keeping Up with College Costs
The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.
Getting Something for Giving
Charitable trusts may help your charity of choice while also providing you with potential tax benefits.
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