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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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