A downloadable PDF you can use to record important information. This can be used to help create a family organizer: a binder that summarizes personal and financial information, which can be critical in guiding your loved ones if something happens to you.
Offered by the U.S. Securities and Exchange Commission. This site offers a variety of tools including an IRA required distribution calculator, a mutual fund analyzer, a program to help calculate retirement income needs, and more.
Financial aggregation software that pulls together your information from accounts at different providers, and can help you track spending for budgeting. They offer a variety of other services related to financial management.
Especially in light of the 2018 tax law changes, many workers found themselves over or under-withholding income taxes. The IRS provides a detailed calculator that can help individuals and couples determine the appropriate amount of withholding. This can be especially helpful for couples who file jointly but have very different income levels.
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