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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.