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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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More Reasons to Convert
Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.
Regain Your Individuality
When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.
Six Times More Likely
It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.
Living Comes with Guarantees
Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.
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