Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Have A Question About This Topic?

What role would taxes play in your investment decisions?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Estimate how long your retirement savings may last using various monthly cash flow rates.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Estimate how much income may be needed at retirement to maintain your standard of living.

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Want to do more with your wealth? You might want to consider creating a charitable foundation.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.