In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future value of your current savings.