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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.
Risk Tolerance
This calculator is designed to help you clarify your comfort level with investment risk.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?
Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?
Help Your Family Help You
Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.
Going Global
International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.
Fixed Annuities May Offer Stability
A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.
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