Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How Long Will It Take to Pay my Balance?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Compare the potential future value of tax-deferred investments to that of taxable investments.