Leaving Your Lasting Legacy

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

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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Catch-Up Contributions

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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.