This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Net Unrealized Appreciation (NUA) Explained
Have you considered the special tax treatment on company stock held in a 401(k) plan?