Professionals in small business retirement plan design, compliance and management, and personal financial planning
Newsletters
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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
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Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.