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The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much do you need to save each year to meet your long-term financial goals?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
