Securities America

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Company Stock and Your Retirement Strategy

This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
A Steady Strategy

Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
Putting Your Nest Egg in Three Baskets

Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
Five Tips to Regain Your Retirement Savings Focus in 2021

This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.