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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

His and Her Uncertainty

By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

Sorting Long-Term-Care Myth from Fact

What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

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