Professionals in small business retirement plan design, compliance and management, and personal financial planning
Newsletters
-
Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
-
Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences.
-
It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
-
Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.