Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Federal Income Tax

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Taxable vs. Tax-Deferred Savings

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Use this calculator to compare the future value of investments with different tax consequences.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."