Thomas Bastian

Thomas Bastian

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Financial IQ Test

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Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Roth IRA Conversion

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

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Newsletters

An ILIT Might Fit

If you are concerned about estate taxes, an ILIT might be the way to go.

Oil's Above-Ground Problems

It used to be that the main concern about oil was finding enough of it in the ground to meet world demand. Despite dire predictions to the contrary, most experts believe that there is still plenty of oil in the ground. Why then has the price of oil doubled since 2004?

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

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