Uncle Fed's For Tax Professionals Only

We think the links below can be very helpful to you in your practice.
But Uncle Fed's Tax*Board makes no other representations about these sites.

401(k) Planner Demo (Free Download)
"Retirement Planner '99 is a PC-based Retirement Planning tool - Rated 5 Stars (by who?) Software specifically designed for employees, individuals and company site licenses."

American Express Financial Advisors
"Professional financial advice helps you assess your goals and select investments, interactive tools to create your personal financial profile and information for retirement."

BankAmerica Retirement Services
"Which IRA Is Right For You? Based on your current financial situation, this tool will help you: 1) determine your IRA eligibility 2) compare the possible results of investing in a traditional IRA (deductible and non-deductible) and a Roth IRA 3) determine the maximum contribution that you can make to a traditional and/or a Roth IRA."

CT Securities: Self-Directed Retirement Plan/Canada
"Choose from over 600 mutual funds and payzero commission! As an investor, you're always looking for ways to maximize the return on your investments. At CT Securities we're always looking for new ways to help you achieve that goal. That's why we created OneStop™ Fund Solutions*. OneStop Fund Solutions is the commission-free** way to buy, sell, and switch between over 600 mutual funds from over 30 leading fund companies including AIC, Mackenzie, Fidelity, and Canada Trust."

Kiplinger's Retirement Zone
"This site has Planning Centers as well as the complete IRA toolkit. Trys to help you max out on your 401(k), Social Security, Pensions, with their Online Advice. Plus: They have a calculator that shows you the real cost of borrowing from your 401(k)."

International Society for Retirement Planning
"Your Resource for Retirement and Life Planning Issues. The only professional association dedicated exclusively to retirement planning."

Money.com (Magazine)
"Your Financial Strategy Center. News and information on markets, investing, real estate, insurance, autos, retirement and taxes. Tools to help you define and meet your goals."

Mony Group's Retirement Resource Center
"Few dreams are shared as widely as retirement. But what you do with your retirement years is a very individual affair. Every day, MONY financial professionals help their clients develop individual retirement strategies, with just one rule in common: it’s never too early to start."

Prudential's Faqs You Should Know about Retirement
"Over the years we've heard every question you can imagine about IRAs. Some of the more common ones are listed below. Although Prudential Securities is not a tax advisor, our Financial Advisors will be glad to work with you, your accountant and/or tax advisor to help you meet your financial goals."

Retirement Confidence in America
"Established in 1978, the Employee Benefit Research Institute (EBRI) is the only nonprofit, nonpartisan organization committed to original public policy research and education on economic security and employee benefits. The Institute's mission is to advance the public's, the media's and policymakers' knowledge and understanding of employee benefits and their importance to our nation's economy. EBRI has maintained its dedication to "the facts," even if the facts are sometimes hard to digest."

Web Resources for Financial Planning- Ohio State University
"Financial Planning Tools •Home Loan Calculator •Outline of Data Needed for Personal Financial Planning •Readings in Estate Planning •Readings on Long-Term Care Insurance •Readings in retirement planning •Readings in succession planning •Summary of tax provisions important for self-employed individuals) •TIAA-CREF software tools for retirement planning"

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