Estate and Tax Planning
What Is the Net Investment Income Tax?
2/28/2023 12:00:00 AM 2 minute
The net investment income tax (NIIT) is a 3.8% tax applied to certain types of investment income. Learn when NIIT applies and how to reduce your tax burden.
What Is the Net Investment Income Tax?
2/28/2023 12:00:00 AM 2 minute
The net investment income tax (NIIT) is a 3.8% tax applied to certain types of investment income. Learn when NIIT applies and how to reduce your tax burden.
Understanding Life Insurance: Find Out What You Need
2/20/2023 12:00:00 AM 3 minute
We break down life insurance so you don't have to. Find out what you need to know about life insurance and what coverage options are available to you.
10 Questions to Ask on a Nursing Home Tour
2/17/2023 12:00:00 AM 3 minute
Choosing the right nursing home for a loved one requires careful thought. Ask these questions and find out what to look for when touring a nursing home.
How to Leave a Financial Legacy for Your Family
2/8/2023 12:00:00 AM 2 minute
The legacy that you leave with your family is about so much more than physical assets. Learn the steps you can take to build a financial legacy that lasts.
Estate Planning with Adult Children 101
2/3/2023 12:00:00 AM 2 minute
Money talk is always tough, but it’s important that your kids understand how to navigate any future funds they’ll receive after you pass away. Here’s how...
What Are Required Minimum Distributions?
1/19/2023 12:00:00 AM 2 minute
It’s crucial to manage investment funds carefully in retirement, which includes taking required minimum distributions. Here’s what you need to know about RMDs.
I Inherited an IRA. Now What?
1/16/2023 12:00:00 AM 3 minute
Inheriting an IRA comes with complex responsibilities. Learn how inheriting an IRA works and some of your options for what to do with an inherited IRA.
Trusts and Your Estate Planning Options
1/12/2023 12:00:00 AM 4 minute
A trust is a legal vehicle you can use to appoint a trustee to hold your assets. Learn the basics and how to choose the right type of trust for your estate plan.
Multiple Kids? Find the Best College Savings Plan for Your Growing Family
1/10/2023 12:00:00 AM 5 minute
When it comes to saving for college, you have choices? Our comprehensive guide will help you find the best college savings plan for your growing family.
Can You Work and Collect Social Security?
12/15/2022 12:00:00 AM 3 minute
Working after your full retirement age can have a positive impact on your benefits. Learn what you should know about working while collecting Social Security.