Newsletters
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
Calculators
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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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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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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.