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Stock Market Risks in the Spotlight

Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
Considerations When Making Gifts to Children

This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
Gift vs. Inheritance: Consider the Tax Difference

When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Take Advantage of Deductions for Business Investments

A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.