Financial Matters Search

Search Results

Search Results for "unlimited marital deduction"

Found 2 Calculators

Borrowing From a 401(k)
Thinking of taking a loan from your 401(k) plan? Before you do, you should check out the true costs of such a loan with this calculator.

529 Savings Plan
Estimate how much you'll need to save for your child's education and how much a 529 plan may save you in federal taxes.

Found 18 Articles

Estate Planning Checklist
Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings.
Full Article | Synopsis

Retiring? Take Control of Your Assets
When retirement’s on the horizon, there are many financial issues covered here that you'll want to consider.
Full Article | Synopsis

Divorce and Your Finances
Keeping an eye on your financial health during a divorce is essential. This article outlines some important topics to consider on how divorce may affect your finances.
Full Article | Synopsis

The Roth Individual Retirement Account
The Roth IRA offers retirement investors potentially tax-free retirement distributions. This article explains many features of the Roth IRA.
Full Article | Synopsis

Retirement Plan Loans: Do They Make Sense for You?
Thinking about taking a loan from your 401(k) plan? Here are some essential considerations.
Full Article | Synopsis

Now That You're Retired, Maximize Your Retirement Income
You will find tips on investing to get the most income out of your investments.
Full Article | Synopsis

Planning the Withdrawal of Your Retirement Assets
This article offers suggestions for an efficient withdrawal strategy in retirement.
Full Article | Synopsis

Make the Most of Your 401(k)
Your 401(k) plan may be your key to a comfortable retirement. This article explains the fundamental features of 401(k) plans and their benefits.
Full Article | Synopsis

Naming Beneficiaries of Insurance Policies and Retirement Plans
Naming the wrong beneficiary can mean your wishes won’t be carried out. This report explains how to make sure you’ve selected appropriate beneficiaries.
Full Article | Synopsis

Section 529 Plans: Saving for Education
This article explores the pros and cons of 529 plans and contrasts them with other available education savings options.
Full Article | Synopsis

Buying Your First Home
Finding the right first home starts with a price range and a short list of desirable neighborhoods. But you may need to consider many other factors before investing in what may be your biggest asset.
Full Article | Synopsis

Put Savings (and Yourself) First with a Budget
Personal savings are essential to ensure a comfortable future. Learn how to track monthly expenses with a budget and potentially free up cash for saving.
Full Article | Synopsis

Protect Your Assets With a Trust
Trusts can help ensure that your assets are put to work according to your wishes. They can also help reduce estate taxes.
Full Article | Synopsis

Social Security and You: What Does the Future Hold?
A look at Social Security and tips on when and how to apply for benefits.
Full Article | Synopsis

Financing the American Dream: Mortgage Basics
Adjustable or floating rate? 15-year or 30? How much mortgage can you afford? Find out here.
Full Article | Synopsis

Understanding Bonds and Their Risks
What are bonds? This report explains the many different types of bond investments available, their risks, and the tax consequences of investing.
Full Article | Synopsis

How Much Do You Need to Retire?
Uncertainty over the future of Social Security, longer life expectancy, and inflation all factor into how much you'll need to save for a comfortable retirement.
Full Article | Synopsis

Understanding the Roth 401(k) and Its Rules
This FastFact explains the benefits of a Roth 401(k) and how it differs from a traditional 401(k).

Content is provided by Wealth Management Systems Inc. as a service to Wells Fargo. Copyright © 2021, Wealth Management Systems Inc. All rights reserved.