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Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
This article looks at some of the demographic trends and economic challenges related to global aging.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much life insurance would you need to produce a sufficient income stream for your family?
How much do you need to save each year to meet your long-term financial goals?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.