Determine your potential long-term care needs and how long your current assets might last.
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Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.