Newsletters

  • Income for the Long Run

    A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

  • A Map to Guide Your Family

    A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.

  • Family Limited Partnerships for Estate Planning Purposes

    A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

  • Equity REITs and Rising Rates

    Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.

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Calculators

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Roth IRA Conversion

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

  • IRA Eligibility

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

  • Federal Income Tax

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

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