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A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.