This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.