The information that is provided on this site is intended to serve as an educational tool, not as legal, tax or investment advice. The tax and legally oriented information offered here is a summary of our understanding and interpretation of the current income tax laws and regulations and is not exhaustive. It is designed to give you a point of reference when considering your own unique situation. You should consult with your own tax or investment advisor or your legal counsel for advice and information concerning your particular situation. We encourage you to review your savings and retirement planning strategy periodically, especially to keep pace with changes in the tax laws or if your circumstances change.
All examples are hypothetical and are intended for illustrative purposes only.
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