LPL Financial

Newsletters

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.