This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."