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Meet our TeamA teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to determine whether you qualify for the different types of IRAs.