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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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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.

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Savings Accumulation

Estimate the future value of your current savings.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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