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Calculators

  • Life Insurance

    How much Life Insurance do I need?

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Newsletters

  • Seeking Balance in a Mutual Fund

    Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

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