Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
How Long Will It Take to Pay my Balance?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to determine whether you qualify for the different types of IRAs.