Newsletters Understanding Beneficiary Designations The implications of per stirpes and per capita designations when designating primary and contingent beneficiaries. Save as Much as You Want — Tax Deferred There are other savings options available for those who want to contribute more to a tax-advantaged retirement plan than annual limits allow. HOT TOPIC: The Recovering Housing Market The housing recovery might become an engine for the broader U.S. economy in 2013 and beyond. America’s Pension Problems A closer look at how pensions operate and why it might not be wise to rely solely on a pension when assessing retirement income needs. Lease Payment How much would your monthly lease payment be? Savings Goals How much do you need to save each year to meet your long-term financial goals? Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer{s retirement plan after you turn age 70½. College Funding Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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